AP
AP
Alissa Provanzana
15 Years of Experience
Wallkill, NY
1 DisclosureBrokerSells Insurance
Alissa Provanzana is a registered investment advisor, based in Wallkill, NY, with 15 years of industry experience.
Location
Wallkill, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2018Denied
Other Business ActivitiesSells Insurance
Alissa is an insurance agent selling fixed insurance products, dedicating about 10-20% of her time to this activity. She is also a board member for Wallkill Youth Lacrosse and Inspire Foundation, and owns Valley Wealth Advisors LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 2 yrs
Cetera Wealth Services, LLCBroker
July 2024 - Present · 2 yrs
Cetera Wealth Services, LLC
July 2024 - Present · 2 yrs
Previous Registrations
Osaic Institutions, INC.Broker
August 2017 - July 2024 · 6 yrs 11 mos
Osaic Institutions, INC.
August 2017 - July 2024 · 6 yrs 11 mos
Cetera Investment Advisers LLC
April 2016 - July 2017 · 1 yr 3 mos
Cetera Investment Services LLCBroker
June 2013 - July 2017 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
July 2010 - June 2013 · 2 yrs 11 mos
State Registrations6 states
ALFLGAMANYPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.