Alissa K. Maizes

AMPLIFY MY WEALTH

Boca Raton, FL

Some features on this profile are disabled

CRD#: 7334230

Professional summary

Alissa Krasner Maizes is a registered financial advisor currently at AMPLIFY MY WEALTH located in Boca Raton, Florida.

Alissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alissa has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Amplify My Wealth LLC (recently amended from My Financial Truth LLC) Manager 2725 NW 29th Drive Boca Raton, FL 33434 Alissa Krasner Maizes is the Founder and Manager This business is not investment related. The primary activity involves volunteering as a Impact and fundrasing Strategist for nonprofits to assist with fundraising and also to organize educational events to simplify finances by providing financial lieracy programs that are exclusive of anything investment advice related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alissa Krasner Maizes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2021 - Present

AMPLIFY MY WEALTH

RIA

CRD#: 314949

Boca Raton, FL

Past

April 13, 2021 - May 7, 2021

ATWOOD FINANCIAL PLANNING LLC

RIA

CRD#: 288941

Boca Raton, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/31/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/2021

Uniform Investment Adviser Law Examination

Current Firm

AMPLIFY MY WEALTH

AMPLIFY MY WEALTH | AMPLIFY MY WEALTH LLC

CRD#: 314949 / SEC#:

Florida

Registered Investment Advisory firm - (8/31/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Boca Raton, FL

Mailing Address

Phone number

(561) 866-2235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alissa K. Maizes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alissa Krasner Maizes's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMPLIFY MY WEALTH

ATWOOD FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2021

Current Firm

AMPLIFY MY WEALTH

Contact information

Documents

Red Flags

Company Information

AMPLIFY MY WEALTH

TRUST BUT VERIFY

Similar Advisors