Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Caruso is a financial professional registered with Cetera Investment Advisers LLC. Alyssa has been in the financial industry for over 2 years and has a Series 66, Series 7TO and SIE license. Alyssa is also registered with the states of New Jersey and New York and has a total of 2 approved registrations. Alyssa is based in Hackensack, New Jersey and is also affiliated with Kluge Financial Group, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/30/2024 - Present
Cetera Investment Advisers LLC (HACKENSACK NJ)
BOTH
Issued 1/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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