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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Beth Curtis is an investment advisor representative with LPL Financial LLC. Alicia has over 20 years of experience in the financial services industry and holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 65. Alicia is also a Chartered Financial Consultant. Alicia has experience working with clients of various types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Previously, Alicia was an advisor with MML Investors Services, LLC.
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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2
IL
05/15/2021 - Present
LPL Financial LLC (PEORIA IL)
IL
03/25/2017 - 05/18/2021
MML INVESTORS SERVICES, LLC (CANTON IL)
IL
02/19/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CANTON IL)
IL
02/19/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PEORIA IL)
IA
Issued 02/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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