Unclaimed
Alyce Marie Hackett is a financial professional with over 30 years of experience in the financial services industry. Alyce is currently registered with IC Advisory Services, Inc. in Florida and New Jersey. Alyce is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses for Series 6, 7, 22, 63, and 65 securities exams. Alyce has previously worked with Summit Equities, Inc., Raymond James Financial Services, Inc., Royal Alliance Associates, Inc., Investment Advisors & Consultants, Inc., Cadaret, Grant & Co., Inc., Guardian Investor Services Corporation, and W.D.R. Equity Resources, Inc. Alyce provides financial planning, portfolio management, and other financial services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
NJ
10/03/2017 - Present
IC Advisory Services, Inc. (MORRISTOWN NJ)
NJ
11/21/2012 - 10/02/2017
SUMMIT EQUITIES, INC. (MORRISTOWN NJ)
NJ
12/10/2007 - 11/23/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (MORRISTOWN NJ)
NJ
11/29/2006 - 12/10/2007
ROYAL ALLIANCE ASSOCIATES, INC. (MORRISTOWN NJ)
NJ
02/10/1995 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (MORRISTOWN NJ)
NY
11/13/1991 - 02/09/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/04/1990 - 11/18/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/01/1987 - 09/07/1990
W.D.R. EQUITY RESOURCES, INC.
IA
Issued 10/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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