Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Davis is a financial advisor with J.P. Morgan Securities LLC, a well-established and reputable firm. Alicia has over 15 years of experience in the financial services industry and holds Series 6, 7, 63, and 66 licenses. Alicia is a dedicated professional committed to providing clients with comprehensive financial advice. She is registered to offer financial services in all 50 states and the District of Columbia.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/21/2021 - Present
J.p. Morgan Securities LLC (Westerville OH)
TX
11/03/2011 - 09/14/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
12/08/2010 - 10/12/2011
LPL FINANCIAL LLC (DALLAS TX)
TX
10/16/2006 - 12/10/2010
FSC SECURITIES CORPORATION (DALLAS TX)
MO
09/10/2004 - 05/18/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
10/01/1999 - 06/01/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alicia Davis is the right advisor for you? Invested Better is here to help.
