Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Tseng is a financial advisor with J.P. Morgan Securities LLC based in Bellevue, Washington. Alicia has been in the financial industry since 2011, and has a wide range of experience in the industry. Alicia is licensed to provide financial advice in Washington. Alicia holds the Series 6, SIE and Series 63 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.
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
1
2
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (BELLEVUE WA)
WA
08/17/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
WA
09/09/2009 - 09/23/2009
NYLIFE SECURITIES LLC (BELLEVUE WA)
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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