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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 Follmer is a registered Investment Advisor Representative associated with Coldstream Wealth Management. Alicia has been in the financial industry since 2007 and holds Series 7, 63, and 66 licenses. Alicia has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sanford C. Bernstein & Co., LLC. Alicia has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Alicia's expertise in financial planning, investment management, and retirement planning has enabled her to help her clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
WA
08/12/2024 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
10/16/2008 - 01/24/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
01/26/2007 - 06/16/2008
SANFORD C. BERNSTEIN & CO., LLC (SEATTLE WA)
BOTH
Issued 03/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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