Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Ann Eckstein is a financial advisor who has been in the industry since 2001. She has a Series 7, Series 24, and SIE license. She is currently registered with Principal Securities, Inc. and has worked for a number of other firms, including Principal Funds Distributor, Inc. and PPI Employee Benefits Corporation. Her specializations include securities, investment advisory, and insurance. She has extensive experience working with individual investors, high-net-worth individuals, 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/23/2001 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/05/2012 - 02/17/2016
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CT
07/25/2002 - 09/18/2003
PPI EMPLOYEE BENEFITS CORPORATION (MIDDLETOWN CT)
BC
Issued 06/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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