Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Blencke is a financial advisor who has been in the industry since August 31, 2006. Currently, Alicia Blencke is registered with Morgan Stanley and has been with the firm since October 21, 2022. Previously, Alicia Blencke was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MARQUIS INVESTMENTS, L.L.C., and GNA SECURITIES, INC. Alicia Blencke holds licenses in 34 states and the District of Columbia. Alicia Blencke has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Alicia Blencke is committed to providing her clients with personalized financial advice and helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
10/21/2022 - Present
Morgan Stanley (Plano TX)
TX
10/01/2012 - 10/22/2022
J.P. MORGAN SECURITIES LLC (MCKINNEY TX)
TX
01/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)
TX
04/13/2006 - 01/28/2008
CHASE INVESTMENT SERVICES CORP. (MCKINNEY TX)
MA
03/15/2004 - 04/19/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/15/2004 - 04/19/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
03/22/1994 - 04/26/1995
MARQUIS INVESTMENTS, L.L.C.
VA
10/06/1993 - 02/26/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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