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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Mosebrook is a financial advisor who has been in the industry since October 24, 2019. Alicia is currently registered with Equitable Advisors, LLC and holds a Series 63, Series 65, Series 7 and SIE license. Alicia has been providing financial services to individuals, families, and businesses in Maryland and other states for over 4 years. Her focus is to provide a personalized and comprehensive financial planning approach to help clients achieve their financial goals. In addition to her advisory work, Alicia is also involved in the community and is a member of the Thunderbolt Society.
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.
A percentage of the total value of assets under management is charged.
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MD
02/06/2024 - Present
Equitable Advisors, LLC (COLUMBIA MD)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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