Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Volkmar is a registered representative with Fidelity Personal And Workplace Advisors. Alice is licensed to provide financial advice in Massachusetts, New Hampshire, and Texas. Alice Volkmar holds Series 63, 66, 7, 9, 10, and SIE licenses and has been in the financial services industry since 2020. Alice Volkmar has a strong background in providing financial advice to individuals, businesses, and high-net-worth clients. Alice is committed to helping her clients achieve their financial goals through personalized investment strategies, financial planning, and educational seminars.
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.
1
2
NH
02/22/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Alice Volkmar is the right advisor for you? Invested Better is here to help.
