Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia McGill is a financial advisor with Raymond James & Associates, Inc. Alicia has been working in the financial services industry since December 2006. Alicia holds Series 63, Series 7 and SIE licenses. Alicia specializes in providing a wide range of financial products and services to individuals, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, banking or thrift institutions, and corporations. Alicia is registered to conduct business in Indiana and Kentucky.
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
IN
10/09/2013 - Present
Raymond James & Associates, Inc. (EVANSVILLE IN)
IN
12/04/2006 - 10/09/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EVANSVILLE IN)
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
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 McGill is the right advisor for you? Invested Better is here to help.
