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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alethia? Claim Your ProfileAlethia Gail Birmingham is a financial advisor currently working with Edward Jones. Alethia has worked in the financial services industry since March 15, 1988. Alethia has a broad range of experience working with individuals, corporations, partnerships, and other entities to help them meet their financial goals. Alethia holds Series 6, 7, 63, 65, and 66 licenses and is registered in Alabama and Texas. Alethia also has experience with Sunset Financial Services, NYLIFE Securities Inc., American Express Financial Advisors, IDS Life Insurance Company, Nationwide Investment Services Corporation, and Pruco Securities Corporation.
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.
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.
See schedule d - miscellaneous
1
2
AL
08/23/2023 - Present
Edward Jones (HUNTSVILLE AL)
MO
10/11/2000 - 08/31/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
06/22/2000 - 10/06/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
04/10/2000 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/10/2000 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
03/23/1989 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
02/11/1988 - 05/01/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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