Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Giltinan is a financial professional with over 25 years of experience in the financial services industry. She is currently registered with U.s. Bancorp Investments, Inc. in Parker, CO. Alicia specializes in providing financial planning and investment advice to individuals, families, and businesses. Alicia has a strong background in portfolio management and has a proven track record of helping her clients achieve their financial goals. She holds the Series 6, Series 63, and SIE licenses. Alicia is committed to providing her clients with personalized, comprehensive financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
04/06/2018 - Present
U.s. Bancorp Investments, Inc. (Parker CO)
CO
06/12/2013 - 04/15/2015
M HOLDINGS SECURITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/24/2009 - 05/23/2011
LARIMER CAPITAL CORPORATION (DENVER CO)
CO
01/03/2005 - 02/07/2007
PACIFIC SELECT DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
MA
04/30/2003 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
OR
05/09/2001 - 05/05/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CO
05/14/1998 - 05/15/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
01/07/1997 - 05/12/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
06/19/1995 - 12/16/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/11/1994 - 12/16/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alicia Giltinan is the right advisor for you? Invested Better is here to help.
