Unclaimed
Alicia Groscost is an active broker and investment advisor representative with J.p. Morgan Securities LLC in Columbus, Ohio. Alicia holds a Series 6, 7, 24, 63 and 99 license. Alicia has been in the financial services industry since 2002. Previously, Alicia was registered with Chase Investment Services Corp., J.P. Morgan Securities Inc., and Banc One Securities Corporation in Columbus, Ohio.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
02/12/2018 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
08/19/2004 - 03/31/2008
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
07/01/2006 - 03/28/2008
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
05/04/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IL
02/12/2002 - 04/28/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 99 - Operations Professional Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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