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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Porter is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has been working in the financial services industry since August 4, 2018. Alicia has a wide range of experience in the industry, having previously worked at TD Ameritrade and Scottrade. Alicia has held various roles at these firms and has a strong understanding of the financial markets and investment products. Alicia is licensed to provide investment advice in a number of states and is committed to providing her clients with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/31/2025 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
11/06/2017 - 11/29/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/21/2017 - 01/05/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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