Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia McKie is a financial professional with over 20 years of experience in the financial services industry. Alicia is currently registered with MML Investors Services, LLC in Newport Beach, CA and has been with them since November 2013. Prior to that Alicia was with Northwestern Mutual Investment Services, LLC in Newport Beach, CA. Alicia is a registered representative with the state of California. Alicia holds the Series 6, 7, 63, and 66 securities licenses. Alicia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
11/08/2013 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
11/14/2003 - 10/31/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
BOTH
Issued 04/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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