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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 Brooke Barry is a financial advisor with over 20 years of experience in the industry. Alicia has been with Wells Fargo Clearing Services, LLC since 2008. Prior to that, Alicia worked for A. G. Edwards & Sons, Inc., where she gained experience in the financial services industry. Alicia specializes in a variety of financial services including financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Alicia is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry and Financial Markets Association (SIFMA). She is also registered in Illinois and Missouri.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/25/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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