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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Carinalli is a financial advisor with Axxcess Wealth Management, LLC, and has been working in the financial industry since 2003. Alicia holds the Series 7, Series 24, and Series 66 securities licenses. Alicia also has a Certified Financial Planner designation. Alicia specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Alicia's firm, Axxcess Wealth Management, LLC, has approximately $6.5 billion in assets under management. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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ID
10/10/2024 - Present
Axxcess Wealth Management, LLC (Eagle ID)
ID
06/14/2022 - 01/31/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Caldwell ID)
CA
06/01/2018 - 06/14/2022
RAYMOND JAMES & ASSOCIATES, INC. (Santa Rosa CA)
CA
04/13/2007 - 06/06/2018
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
05/08/2006 - 03/23/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
08/17/2004 - 05/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
NY
12/08/2003 - 05/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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