Unclaimed
Alyssa Palazzo is a financial advisor with American Portfolios Financial Services, Inc. based in Lynbrook, NY. Alyssa has been in the industry since October 14, 2019 and is registered with the state of New York. Alyssa holds Series 7TO, SIE, 63, and 24 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
06/17/2021 - Present
American Portfolios Financial Services, Inc. (Lynbrook NY)
NY
10/15/2019 - 06/17/2021
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
BC
Issued 12/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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