Alicia E Cardona
Investment adviser representative at Oneamerica Securities, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$306.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Oneamerica Securities, Inc.Sep 2026 to now
- American United LifeJul 2026 to now
- Eagle Strategies LLCApr 2026 to May 2026
- Nylife Securities LLCSep 2025 to May 2026
- Maven Financial PlanningMay 2025 to May 2026
- Royal Alliance Associates, Inc.Oct 2022 to May 2025
- Ameriprise Financial Services, LLCMay 2021 to Aug 2022
- Charles Schwab & Co., Inc.Aug 2015 to May 2021
- Ginger Goddess Designs, LLCFeb 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oneamerica Securities, Inc.
$306.1MAssets managed
2,300Clients
338Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6545051
- Firm CRD
- 4173