Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Soto is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alyssa has been in the industry since 2008 and is licensed to offer securities and investment advisory services in 34 states. Alyssa is currently located in PENNINGTON, NJ, where she is associated with the Merrill Lynch, Pierce, Fenner & Smith Inc. branch office. Alyssa has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008 and has previously held positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Alyssa has a variety of specializations, including Retirement planning, Education planning, College Savings plans, 529 Plans, and Estate planning. Alyssa is also a co-inventor of a product that helps children get their shoes on the correct feet. Alyssa is a board member of the Lambertville Area Education Foundation.
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
NJ
03/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NY
04/08/2008 - 06/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
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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