Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayelet? Claim Your ProfileAyelet Bisson is a financial advisor with over 19 years of experience in the financial services industry. Ayelet is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services. Ayelet has been registered with Kestra Investment Services since 2024. Ayelet has held previous registrations with Transamerica Financial Advisors, Inc, World Group Securities, Inc, Leumi Investment Services Inc and Assent LLC. Ayelet holds the Series 7, Series 63 and Series 66 licenses as well as the SIE exam.
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
CA
08/14/2024 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
10/28/2014 - 05/13/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (TORRANCE CA)
CA
01/06/2012 - 09/13/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (WOODLAND HILLS CA)
CA
10/16/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WOODLAND HILLS CA)
CA
03/23/2005 - 05/30/2007
LEUMI INVESTMENT SERVICES INC. (BEVERLY HILLS CA)
IL
02/10/2004 - 03/21/2005
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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