Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Borghi is a financial advisor who has been in the industry since 1994. Currently, Alicia is registered with Raymond James Financial Services Advisors, Inc. in Richmond, Virginia. Before joining Raymond James Financial Services Advisors, Inc. she worked at WELLS FARGO CLEARING SERVICES, LLC and RBC CAPITAL MARKETS, LLC. Alicia specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and selection of other advisers. Alicia also offers hourly & fixed rate consultations and educational seminars to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
12/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (Richmond VA)
VA
12/03/2010 - 12/06/2017
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
03/09/2002 - 12/09/2010
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
08/16/1994 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
IA
Issued 01/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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