Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Zuck is a financial advisor with over 10 years of experience in the industry. Currently, Alyssa is a registered representative and investment advisor representative with Wealth Enhancement Advisory Services, LLC. Previously, Alyssa has held roles with Northwestern Mutual Investment Services, LLC, Cetera Advisor Networks LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., and TD Ameritrade, Inc. Alyssa holds Series 63, Series 66, and Series 7 licenses. Alyssa specializes in financial planning, portfolio management, and pension consulting. Alyssa also provides educational seminars to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NE
05/16/2024 - Present
Wealth Enhancement Advisory Services, LLC (OMAHA NE)
NE
09/13/2023 - 05/15/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
07/06/2018 - 01/27/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
08/16/2017 - 06/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
KS
04/06/2017 - 08/02/2017
EDWARD JONES (MISSION KS)
KS
02/19/2016 - 02/03/2017
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
MO
09/03/2015 - 02/04/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Kansas City MO)
TX
06/26/2013 - 08/19/2015
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 03/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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