Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice McKeon is an investment advisor representative with Fortis Capital Advisors, LLC. Alice is also a registered representative of Network 1 Financial Securities, Inc. Alice's primary office is located in Red Bank, NJ. Alice has over 18 years of experience in the financial services industry. Alice specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Alice is licensed to conduct business in 11 states including Arizona, California, Florida, Indiana, New Jersey, New York, Puerto Rico, Texas, Utah, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/09/2024 - Present
Fortis Capital Advisors, LLC (Red Bank NJ)
AR
09/13/2006 - 10/20/2009
SFG SECURITIES, INC. (BENTONVILLE AR)
CT
11/15/2005 - 06/07/2006
MORGAN STANLEY DW INC. (GREENWICH CT)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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