Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Bathke is a financial professional registered with J.p. Morgan Securities LLC. Alicia is based out of the Salem, Oregon office. Her primary focus is in Financial Planning and Portfolio Management. Alicia has a strong background in investment products, having passed the Series 6TO and SIE exams. Her focus is on providing investment advice and strategies to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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OR
01/01/2021 - Present
J.p. Morgan Securities LLC (SALEM OR)
BC
Issued 02/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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