Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Mae Courville is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a registered representative in Louisiana and Texas. Alicia has been in the securities industry since 1997. Her previous firms include UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hibernia Investments, L.L.C., and Marquis Investments, L.L.C. Alicia is licensed to offer securities and investment advisory services in 39 states, including Louisiana, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, Washington, West Virginia, and Wisconsin. She is a member of FINRA and a registered investment advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
LA
06/18/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BATON ROUGE LA)
LA
12/13/2006 - 06/29/2015
UBS FINANCIAL SERVICES INC. (BATON ROUGE LA)
LA
07/28/2000 - 12/15/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAFAYETTE LA)
LA
04/06/2000 - 07/28/2000
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
06/25/1998 - 03/15/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/11/1997 - 06/03/1998
MARQUIS INVESTMENTS, L.L.C.
IA
Issued 02/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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