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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 Fitzsimmons is a financial advisor with Fidelity Personal and Workplace Advisors. Alicia has been in the industry since 2002. Alicia is registered with the state of North Carolina and Texas. Alicia specializes in financial planning, portfolio management, and selection of other advisers. Alicia also provides educational seminars to help clients learn about financial planning and investing.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MO
04/23/2005 - 08/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
03/30/2004 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
MI
08/09/2001 - 06/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
03/02/2000 - 06/08/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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