Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Wyatt is a financial advisor with Raymond James & Associates, Inc. located in St. Petersburg, FL. Alicia has been in the industry since 1990. Alicia has experience with individuals, corporations or other businesses, and pension and profit sharing plans. Alicia has earned the Series 7, Series 9, Series 10, Series 63, and SIE licenses. Alicia has experience working for SunTrust Robinson Humphrey, Inc., SunTrust Capital Markets, Inc., UBS Securities Inc., and Morgan Stanley & Co., Incorporated.
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.
Please see note in schedule d - miscellaneous
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
FL
04/20/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/02/1998 - 11/30/2011
SUNTRUST ROBINSON HUMPHREY, INC. (TAMPA FL)
GA
04/26/1995 - 01/02/1998
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
11/14/1991 - 10/24/1994
UBS SECURITIES INC. (NEW YORK NY)
NY
07/20/1989 - 11/04/1991
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/20/1989 - 11/04/1991
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alicia Wyatt is the right advisor for you? Invested Better is here to help.
