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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 Priest is a financial advisor with Ameriprise Financial Services, LLC. Alicia has been in the financial services industry for over 17 years. Alicia is registered with FINRA and holds the Series 7, Series 63, and SIE licenses. Alicia has been an advisor with Ameriprise Financial Services, LLC since 2006 and has been with Geneos Wealth Management, Inc. since 2007. Alicia is also registered to sell securities in Texas. Alicia specializes in portfolio management for individuals and businesses. Alicia's firm, Ameriprise Financial Services, LLC, is a large financial services firm that provides a wide range of services to individuals, families, and businesses. The firm has over 13,000 advisors and over 140,000 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.
Asset allocation services
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.
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2
TX
06/23/2022 - Present
Ameriprise Financial Services, LLC (Arlington TX)
TX
05/04/2007 - 06/24/2022
GENEOS WEALTH MANAGEMENT, INC. (ARLINGTON TX)
TX
02/27/2006 - 05/07/2007
AMERIPRISE FINANCIAL SERVICES, INC. (FORT WORTH TX)
CA
06/06/2003 - 07/15/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 02/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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