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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aliceson? Claim Your ProfileAliceson Fialho is a financial advisor with D.a. Davidson & Co., a firm headquartered in Great Falls, Montana. Aliceson is based in BELLEVUE, Washington. Aliceson has been in the financial industry since 2002. Prior to joining D.a. Davidson & Co., Aliceson worked for McAdams Wright Ragen, Inc. in Seattle, Washington and UBS Financial Services Inc. in Weehawken, New Jersey. Aliceson has a broad range of specializations, including 401(k) and retirement plans, mutual funds, asset allocation, and investment strategies. Aliceson is registered in 23 states and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
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WA
03/04/2014 - Present
D.a. Davidson & Co. (BELLEVUE WA)
WA
04/22/2010 - 05/11/2012
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
09/25/2006 - 01/28/2009
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
NJ
07/03/2003 - 10/01/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
11/21/1996 - 05/22/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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