Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Fleurquin is an Investment Advisor Representative with Benjamin F. Edwards & Company, Inc. based in Chandler, AZ. Alicia has over 25 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Prior to joining Benjamin F. Edwards & Company, Inc. Alicia worked with LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SUTRO & CO. INCORPORATED, ROUND HILL SECURITIES, INC., NORCROSS & COMPANY, WESTAMERICA INVESTMENT GROUP, JOHN G. KINNARD AND COMPANY, INCORPORATED and EVEREN SECURITIES, INC.
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.
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.
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AZ
01/05/2024 - Present
Benjamin F. Edwards & Company, Inc. (Chandler AZ)
AZ
10/02/2009 - 01/22/2024
LPL FINANCIAL LLC (FLAGSTAFF AZ)
AZ
01/01/2008 - 10/30/2009
WELLS FARGO ADVISORS, LLC (FLAGSTAFF AZ)
AZ
08/24/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLAGSTAFF AZ)
NY
08/09/2000 - 08/18/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
04/16/1997 - 10/07/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
CA
02/18/1997 - 04/08/1997
ROUND HILL SECURITIES, INC. (ALAMO CA)
AZ
03/09/1996 - 02/28/1997
NORCROSS & COMPANY (PHOENIX AZ)
AZ
01/17/1996 - 03/11/1996
WESTAMERICA INVESTMENT GROUP (SCOTTSDALE AZ)
MN
12/08/1994 - 04/24/1995
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MO
04/12/1994 - 11/09/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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