Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Ragnelli is a financial advisor registered with UBS Financial Services Inc. with over 10 years of experience in the industry. She is a Series 63, Series 7, and SIE licensed professional. Alicia is registered in fourteen states, including California, Connecticut, and Florida. Prior to joining UBS Financial Services Inc., Alicia worked at RAYMOND JAMES & ASSOCIATES, INC. Alicia specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, and educational seminars. She offers a wide range of compensation arrangements including commissions, fixed fees, percentage of assets, and hourly charges.
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
MA
08/13/2019 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
02/20/2018 - 07/23/2019
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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