Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alysia? Claim Your ProfileAlysia Antoinette-sonia McGee is an investment advisor representative, registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Alysia has been active in the financial industry since 2004. Alysia has experience working with various clients, including individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Alysia provides financial planning, portfolio management, and pension consulting services.
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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2
AZ
09/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/21/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/21/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/21/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/01/2007 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/03/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/19/2004 - 04/24/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 11/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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