Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicyn? Claim Your ProfileAlicyn McLeod is an Investment Advisor Representative with Ajax Capital Advisors, Inc. Alicyn has been working in the financial services industry since 2012, and has a Series 65 license. Alicyn specializes in financial planning, portfolio management for individuals and businesses. In addition to Alicyn's work at Ajax Capital Advisors, Inc., Alicyn is also the owner of Atlanta Tax, LLC, a tax preparation and advisory CPA firm.
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.
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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GA
03/06/2023 - Present
Ajax Capital Advisors, Inc. (ATLANTA GA)
IA
Issued 11/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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