Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Lynn Okeson is a financial advisor with U.S. Bancorp Investments, Inc., working in the Woodbury office in Minnesota. Alicia has been in the financial services industry since 1998. Alicia has been associated with U.S. Bank and U.S. Bancorp Investments, Inc., since 2007. She has a Series 63, 65, and 7, and is a Registered Options, Municipal Securities, and General Securities Principal. Alicia also has a Series 52TO, 79TO, and the SIE. Her previous employers include CRI Securities, LLC, and Securian Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/10/2013 - Present
U.s. Bancorp Investments, Inc. (Woodbury MN)
MN
05/05/1998 - 05/25/2005
CRI SECURITIES, LLC (ST. PAUL MN)
MN
10/17/1996 - 05/25/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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