Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Majeski is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, based in Burlington, Massachusetts. Alicia has been in the securities industry since August 2012. Alicia has a Series 7, 63, and 66 license. Alicia is also registered in 53 states. Previously, Alicia worked for Commonwealth Financial Network, Equity Services, Inc., and Fidelity Brokerage Services LLC.
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.
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
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON MA)
MA
01/02/2020 - 06/21/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NH
07/02/2018 - 09/10/2018
EQUITY SERVICES, INC. (Manchester NH)
NH
08/14/2012 - 01/10/2017
FIDELITY BROKERAGE SERVICES LLC (NASHUA NH)
BOTH
Issued 02/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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