Milena AliceaCRD Number: 5995345
Current Firm: Oppenheimer & Company Inc.
Milena Alicea (CRD# 5995345) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Miami, FL and has over 5 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Oppenheimer & Company Inc.||Miami, FL||Jun 2016 - Current||5|
|Ladin Consulting Group||Coral Gables, FL||Oct 2014 - Jun 2016||1|
|Fontaine Retirement Group||Miami, FL||Oct 2011 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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