My Premium Services
I am a Profesional Investment Adviser with over 19 Years Of Experience
Licensed Financial Professional
I have been in the financial services industry for about 19 years and I have obtained thirty-two(32) State Licenses with distinctions in four(4) Brokerage Examinations. I provide my clients with specialist advice on how to manage their money.
This involves researching the marketplace and recommending the most appropriate stocks and assets available, ensuring that my clients are aware of assets/securities that best meet their financial needs.
99
Customer Satisfaction
1.2
Global Portfolios
Professional Work History
I have worked with three of the best brokerage/investment firms in the United States.
ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158)
Stock Broker | Investment Advisor
MORGAN STANLEY SMITH BARNEY (CRD#:149777)
Stock Broker | Investment Advisor
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
Investment Advisor
CITIGROUP GLOBAL MARKETS INC. (CRD# 7059)
Stock Broker
Premium Financial Consultant
I can help increase your portfolio's profit accumulation potential.
19
Years of Experience
1200
Successful Portfolios
900
Happy Clients
32
State Licences
I can help increase your portfolio's profit accumulation potential.
Brokerage Examinations
Series 63 - Uniform Securities Agent State Law Examination
Dec 01, 2006
Series 65 - Uniform Investment Adviser Law Examination
Apr 10, 2007
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 7 - General Securities Representative Examination
Nov 21, 2006
My Client Reviews
My goal is to assist my clients get the best results in their respective investment portfolios
Martha Maldonado
Senior JournalistAlicia did a wonderful job with my finances, her expert analysis & strategic advice improved my investment profits. I would recommend her to anyone starting on the journey to financial independence.
Gregory Allen
Business ManagerI found Alicia Michelle through an article online which I followed up with and it eventually led to her website. She has been nothing short of a miracle ever since and I have become a better & smarter investor because of her.
You can schedule an introductory call below
Contact me
I will get back to you within 24-48h during standard business hours.
