Unclaimed
Alicia Andrea Poleski is a financial professional with over 9 years of experience in the securities industry. She is currently registered with Fidelity Brokerage Services LLC in Durham, North Carolina. Alicia has successfully passed the Series 63, Series 7, Series 9, Series 10, and SIE exams. Alicia is registered to sell securities in Massachusetts, North Carolina, Texas, and Utah.
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.
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.
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2
NC
11/22/2014 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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