Alisa Anne Zelaya-Perez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 06/2019
  Foresters Financial
  Fort Worth, TX
• 01/2008 → 01/2025
  Pan American Heath Service
  Keene, TX
• 02/2014 → 06/2019
  Foresters Advisory Services Llc
  Fort Worth, TX
• 06/2019 → 04/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 04/2025
  Cetera Investment Advisers Llc
  Fort Worth, TX
• 04/2025 → Present
  Osaic Wealth Inc
  Keene, TX

Previous Registrations

• 2019-06-19 → 2025-04-04
  Cetera Investment Advisers Llc
  Ft Worth, TX
  Keene, TX
• 2014-02-12 → 2019-06-25
  Foresters Advisory Services, Llc
  Fort Worth, TX

Other Businesses

1. ALISA ZELAYA-PEREZ POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/25/2025 ADDRESS: 112 West 4th Street, Keene TX 76059, United States DESCRIPTION: Sell and service fixed insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-03
• S63 Uniform Securities Agent State Law Examination
  2009-05-21

Other Names

• Alisa Anne Zelaya-Jackson
• Alisa Anne Zelaya-Youngberg