Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Dodd is a registered representative with Northwestern Mutual Investment Services, LLC. Alyssa is licensed in California and has been in the industry since July 2021. She holds Series 7TO, Series 63, and SIE licenses. Alyssa is located in Walnut Creek, CA and serves clients in the surrounding area.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
CA
07/23/2021 - Present
Northwestern Mutual Investment Services, LLC (Walnut Creek CA)
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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