Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Stuckert is a registered representative with Robert W. Baird & Co. Inc. Alicia has been in the financial services industry since November 2006 and has experience with investment advisory and brokerage services. She is licensed to provide these services in multiple states. Alicia has a strong background in portfolio management and financial planning for a diverse clientele, including individuals, businesses, and institutions. She has a proven track record of helping clients reach their financial goals. Alicia is a dedicated professional who is committed to providing her clients with personalized service and sound 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
CA
05/18/2012 - Present
Robert W. Baird & Co. Inc. (ROSEVILLE CA)
CA
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (FOLSOM CA)
CA
11/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FOLSOM CA)
IA
Issued 04/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
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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