Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecia? Claim Your ProfileAlecia Agnew is a registered representative with LPL Financial LLC and has been in the industry since March 29, 2017. Alecia has a Series 66 and a Series 7 license and has been registered in several states. Alecia previously worked with Waddell & Reed. Alecia is a licensed insurance agent for various insurance carriers through Waddell & Reed Insurance Agencies. Alecia Agnew is also a Notary Public in Michigan. Alecia is registered in the state of Michigan as an Investment Advisor Representative and with LPL Financial LLC as a Registered Representative. Alecia Agnew works with individuals, corporations, investment clubs, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
07/21/2021 - Present
LPL Financial LLC (CHESANING MI)
MI
03/30/2017 - 07/21/2021
WADDELL & REED (CHESANING MI)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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