Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssum? Claim Your ProfileAlyssum Malone is an investment advisor representative with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Alyssum has over a decade of experience in the financial services industry and has a strong focus on financial planning, pension consulting, and portfolio management for both individuals and businesses. Alyssum is a Certified Financial Planner™ professional and holds Series 6, 63, and 65 licenses. Alyssum has experience working with various client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
CO
05/14/2018 - Present
Buckingham Strategic Wealth, LLC (COLORADO SPRINGS CO)
CO
10/04/2013 - 05/15/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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