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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleia? Claim Your ProfileAleia MacDonald is a financial advisor with CG Advisory Services. Aleia has over 17 years of experience in the financial services industry. Aleia is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 63, and 65 licenses. Aleia specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and retirement plans. Aleia is committed to helping clients achieve their financial goals.
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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MI
09/25/2020 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
09/18/2017 - 04/13/2023
GENEOS WEALTH MANAGEMENT, INC. (Howell MI)
MI
04/29/2016 - 09/18/2017
WFG INVESTMENTS, INC. (ANN ARBOR MI)
MI
02/12/2009 - 05/03/2016
INVEST FINANCIAL CORPORATION (ANN ARBOR MI)
MI
09/29/2005 - 02/13/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
IA
Issued 10/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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