Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Cerulla is a financial advisor in Grand Blanc, Michigan. Alicia has been in the financial industry since 2008, and has worked for several firms including Transamerica Investors Securities Corporation, Fidelity Investments, and currently Morgan Stanley. Alicia is licensed to provide financial advice in Michigan, New York, and Texas.
Grand Blanc, MI
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
01/20/2023 - Present
Wealthpenn.comllc (Grand Blanc MI)
RI
07/01/2021 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
08/12/2020 - 06/03/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
11/13/2018 - 12/31/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
08/09/2018 - 11/12/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NY
03/23/2015 - 08/19/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MI
01/05/2004 - 06/04/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (GRAND BLANC MI)
AZ
08/24/2001 - 10/02/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
11/17/2000 - 08/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MI
02/10/2000 - 11/07/2000
LEONARD & COMPANY (TROY MI)
IA
10/26/1998 - 05/21/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CT
09/03/1996 - 10/06/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 8/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/7/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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