Unclaimed
Alicia Terese Podmokly is a financial professional with over 20 years of experience in the industry. Alicia has a Series 6, Series 63 and SIE licenses and is registered in Michigan. She is affiliated with PFS Investments Inc. and has been working with them since 1997. Alicia focuses on providing investment advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
05/07/1997 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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