Unclaimed
Alicia Gohdes is a financial advisor with Wintrust Investments LLC, a firm based in Chicago, Illinois. Alicia is registered to provide investment advisory services in Illinois. Alicia has been in the industry since September 2010 and has a Series 6 and a Series 63 license. Alicia's past experience includes working for Fifth Third Securities. Alicia is a Certified Financial Planner.
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.
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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IL
12/21/2023 - Present
Wintrust Investments LLC (CHICAGO IL)
IN
09/16/2010 - 09/29/2014
FIFTH THIRD SECURITIES, INC. (SCHERERVILLE IN)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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