Unclaimed
Alicia Fryc is a financial advisor with Mariner Wealth. Alicia has been in the financial services industry for over 17 years and has experience working with high-net-worth individuals, corporations, and institutions. Prior to joining Mariner Wealth, Alicia worked at NFP Securities, Inc., MetLife Securities Inc., NYLIFE Distributors LLC, Touchstone Securities, Inc., and Waddell & Reed, Inc. Alicia is a Registered Representative (RA) and has passed the Series 6, 63, and 65 exams. Alicia offers a range of financial planning and investment services, including portfolio management, retirement planning, estate planning, and insurance.
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.
Family office services
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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2
NY
06/12/2021 - Present
Mariner Wealth (New York NY)
NY
03/08/2011 - 08/15/2012
NFP SECURITIES, INC. (ELMSFORD NY)
NY
08/20/2008 - 03/07/2011
METLIFE SECURITIES INC. (NEW YORK NY)
NY
01/03/2007 - 07/28/2008
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
CT
03/30/2006 - 07/18/2006
TOUCHSTONE SECURITIES, INC. (STAMFORD CT)
CT
07/02/2004 - 03/09/2006
WADDELL & REED, INC. (HARTFORD CT)
IA
Issued 10/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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