Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Murray is a financial advisor registered with Edward Jones. Alicia has been in the financial services industry since 2007 and has a wide range of experience, having worked for several firms. Alicia specializes in working with individuals, businesses, and retirement plans. She is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OR
03/14/2023 - Present
Edward Jones (GRANTS PASS OR)
OR
05/16/2022 - 01/06/2023
EDWARD JONES (CENTRAL POINT OR)
CA
08/28/2020 - 05/16/2022
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
OR
11/17/2017 - 08/28/2020
UMPQUA INVESTMENTS, INC. (MEDFORD OR)
OR
07/21/2010 - 09/13/2010
WELLS FARGO INVESTMENTS, LLC (GRANTS PASS OR)
OR
05/02/2009 - 01/12/2010
CHASE INVESTMENT SERVICES CORP. (GRANTS PASS OR)
OR
03/26/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (GRANTS PASS OR)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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