Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Marin is an investment advisor representative currently registered with Cetera Investment Advisers LLC in Connecticut. Alyssa is also a registered investment advisor in the state of Connecticut. Prior to Cetera Investment Advisers LLC, Alyssa was with LPL Financial LLC from 2022 to 2023, where she provided financial services and products to individuals and businesses. Alyssa holds Series 7TO, Series 63, and Series 65 licenses. Alyssa has extensive experience in the financial services industry and provides a wide range of services, including financial planning, portfolio management, and educational seminars. Alyssa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
WEST HARTFORD, CT
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.
1
2
CT
09/04/2024 - Present
Cetera Investment Advisers LLC (WEST HARTFORD CT)
CT
06/13/2022 - 03/23/2023
LPL FINANCIAL LLC (WALLINGFORD CT)
IA
Issued 8/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/2/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alyssa Marin is the right advisor for you? Invested Better is here to help.
