Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Monday is a financial advisor with UBS Financial Services Inc. in Sylvania, OH. Alicia has been in the securities industry since 2015 and has experience working with individuals, families, and businesses. She specializes in a variety of investment products and services, including financial planning, portfolio management, and retirement planning. Alicia has a strong track record of success and is committed to providing her clients with personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/05/2021 - Present
UBS Financial Services Inc. (SYLVANIA OH)
OH
01/29/2018 - 02/08/2021
NYLIFE SECURITIES LLC (MAUMEE OH)
OH
09/25/2015 - 01/09/2018
CITIZENS SECURITIES, INC. (TOLEDO OH)
IA
Issued 10/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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