Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Newbold is a financial advisor with Ameriprise Financial Services, LLC, based in Plantation, FL. Alicia has been in the financial services industry since 2016 and has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, trusts, and charitable organizations. Alicia has a strong background in financial planning, portfolio management, and asset allocation. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Alicia is registered with FINRA as a General Securities Representative and has passed the Series 7 and SIE exams. Before joining Ameriprise, Alicia was employed with LPL Financial LLC in Coral Springs, FL and Raymond James Financial Services, Inc. in Fort Lauderdale, FL.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/09/2020 - Present
Ameriprise Financial Services, LLC (Plantation FL)
FL
06/05/2019 - 01/15/2020
LPL FINANCIAL LLC (CORAL SPRINGS FL)
FL
05/18/2016 - 05/21/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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