Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Reitz is a financial advisor at LPL Financial LLC. Alice has been in the financial industry since September 2003 and holds Series 66, SIE and Series 7 licenses. Alice is also a Certified Financial Planner and a Chartered Financial Consultant. Alice has been registered with LPL Financial LLC since February 2018. Before joining LPL Financial LLC, Alice was with Invest Financial Corporation and Thrivent Investment Management Inc. Alice's previous work experience includes roles at Thrivent Financial for Lutherans in Appleton, WI. Alice specializes in providing financial advice to a range of clients including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
1
2
CT
02/14/2018 - Present
LPL Financial LLC (MADISON CT)
CT
02/02/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (MADISON CT)
CT
09/09/2003 - 02/04/2016
THRIVENT INVESTMENT MANAGEMENT INC. (MADISON CT)
BOTH
Issued 11/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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