Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Juros is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alyssa has been in the securities industry since May 4, 2000, and has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and insurance companies. Alyssa has a broad range of expertise in various investment areas including financial planning, portfolio management, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NJ
08/22/2013 - 01/05/2016
PRUCO SECURITIES, LLC. (ISELIN NJ)
NJ
08/22/2006 - 10/06/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/03/1991 - 03/31/2006
NEUBERGER BERMAN, LLC (NEW YORK NY)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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