Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Ivancovich is a financial advisor with Financially Healthy, LLC in Oakland, California. Alicia has been in the financial services industry since June 1999. Alicia has a Series 7 and Series 66 securities license. Alicia is a Certified Financial Planner. Alicia works with individuals and high net worth individuals. Alicia's firm primarily offers financial planning and portfolio management services.
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.
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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CA
03/21/2011 - Present
Financially Healthy, LLC (OAKLAND CA)
CA
06/17/1999 - 03/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
MN
06/17/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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