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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecia? Claim Your ProfileAlecia Lauretta Modahl is a financial advisor at Commonwealth Financial Network, with over 17 years of experience in the industry. Alecia is registered with the state of Washington as an investment advisor representative. Alecia previously worked at KMS FINANCIAL SERVICES, INC., COMMONWEALTH FINANCIAL NETWORK, and AXA ADVISORS, LLC. Alecia is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Alecia's office is located at 103 East Holly Street, Suite 301 in Bellingham, Washington. In addition to her work with Commonwealth Financial Network, Alecia is also the owner of Modahl Collaborative, LLC, a life planning service, and Feuillette, LLC, a commercial real estate management company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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WA
05/05/2020 - Present
Commonwealth Financial Network (Bellingham WA)
WA
05/21/2009 - 05/04/2020
KMS FINANCIAL SERVICES, INC. (Redmond WA)
WA
01/02/2008 - 04/15/2009
COMMONWEALTH FINANCIAL NETWORK (LYNNWOOD WA)
WA
02/02/2005 - 12/19/2007
AXA ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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