Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Maria Gonzalez is a registered investment advisor representative with Frost Investment Services in San Antonio, Texas. Alicia has been in the securities industry since 2008 and holds a Series 63, Series 7, and SIE licenses. Alicia specializes in providing financial planning and portfolio management services to corporations, businesses, high-net-worth individuals, and other 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.
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.
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TX
01/29/2022 - Present
Frost Investment Services (San Antonio TX)
BC
Issued 12/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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