Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Larson is a financial advisor at Osaic Wealth, Inc., a firm with over 43,000 clients and approximately $94.6 billion in assets under management. Alicia has been in the financial industry for over 30 years, and holds licenses in several states. She specializes in providing financial planning, pension consulting, and portfolio management services. In addition to her role as a financial advisor, Alicia is also a licensed insurance agent and owns her own life and long-term care insurance business.
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.
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
11/03/2023 - Present
Osaic Wealth, Inc. (Berkley MA)
MA
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (North Dighton MA)
MA
10/16/1992 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (NORTON MA)
SC
03/11/1992 - 10/23/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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