Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alecia? Claim Your ProfileAlecia Jesse is a financial advisor with Fidelity Personal And Workplace Advisors. Alecia has been in the industry since 2002 and holds the Series 6, 7, 63, and 66 licenses. Alecia has worked at several firms including T. Rowe Price Investment Services, Inc., First Tennessee Brokerage, Inc., and Wachovia Securities, LLC. Alecia specializes in financial planning and portfolio management.
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.
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
FL
07/11/2023 - Present
Fidelity Personal AND Workplace Advisors (SEMINOLE FL)
MD
01/15/2008 - 10/14/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
FL
01/03/2007 - 08/13/2007
FIRST TENNESSEE BROKERAGE, INC. (ST. PETERSBURG FL)
FL
04/20/2006 - 07/05/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MO
02/20/2002 - 11/16/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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