Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charissa? Claim Your ProfileCharissa Almonte Pal is an active investment advisor with a focus on securities and financial planning. Charissa has worked in the financial industry since 2006 and is currently registered with Alliancebernstein Investments, Inc. She is licensed in Florida and Alabama. Prior to joining Alliancebernstein, Charissa worked for Barclays Global Investors Services and Prudential Investment Management Services LLC. Charissa holds the Series 66, Series 7, Series 31, and SIE licenses.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/25/2010 - Present
Alliancebernstein Investments, Inc. (MIAMI FL)
NJ
03/17/2008 - 07/06/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NJ
12/15/2006 - 02/05/2008
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
09/13/2004 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charissa Pal is the right advisor for you? Invested Better is here to help.
