Unclaimed
Alicia Ostermeier is a financial advisor with Fidelity Brokerage Services LLC. Alicia has been in the industry since 2000, and has extensive experience in the financial services industry. Alicia is registered to provide investment advice in 52 states and the District of Columbia. Alicia holds Series 7, 6, 63, and SIE licenses.
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.
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.
1
2
TX
09/09/2010 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/01/2008 - 10/29/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/14/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (GRAPEVINE TX)
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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