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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 Riddle is a financial advisor who has been in the industry for over 9 years. She is registered with the state of Arizona and Texas. Alicia currently works for Fidelity Personal and Workplace Advisors and has experience working with various firms such as Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Alicia provides financial planning and portfolio management services to both businesses and individuals. She also conducts educational seminars for clients.
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
AZ
08/10/2020 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
AZ
11/20/2019 - 07/31/2020
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
08/11/2016 - 11/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
05/29/2014 - 07/11/2016
EDWARD JONES (TUCSON AZ)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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