Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Margaret Weir is a financial advisor with LPL Financial LLC. Alice has been in the financial services industry since 2009. She is registered with the state of New York, and has a Series 6, Series 7, and Series 63 license, as well as the SIE exam. Alice is a highly experienced financial advisor who has been serving clients for over 14 years. She provides a wide range of services to individuals, families, businesses, and retirement plans, including financial planning, investment management, and retirement planning. Alice is dedicated to providing personalized service and helping clients achieve their financial goals. She is committed to building long-lasting relationships with her clients and helping them make informed financial decisions.
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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NY
03/06/2024 - Present
LPL Financial LLC (PLATTSBURGH NY)
VT
07/10/2014 - 09/22/2014
MORGAN STANLEY (BURLINGTON VT)
NJ
06/11/2010 - 07/23/2012
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
02/18/2009 - 06/14/2010
NEXT FINANCIAL GROUP, INC. (PLATTSBURGH NY)
BC
Issued 06/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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