Unclaimed
Alicia Turner is a Registered Representative and Investment Adviser Representative with PFS Investments Inc. Alicia has been in the securities industry since 2011 and has experience with a variety of clients, including individuals, corporations, and charitable organizations. Alicia offers a wide range of financial services, including portfolio management, financial planning, and insurance.
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.
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.
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2
TX
09/13/2019 - Present
PFS Investments Inc. (HOUSTON TX)
TX
02/14/2011 - 05/23/2019
FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 03/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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