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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elicia? Claim Your ProfileElicia Geneva Fultz is a financial advisor with over 23 years of experience in the financial services industry. Elicia Geneva Fultz is currently registered with Ameriprise Financial Services, LLC and has been with the firm since July 2023. Previously, Elicia Geneva Fultz was registered with UBS Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elicia Geneva Fultz has passed the Series 7, Series 63, Series 65, and SIE exams. Elicia Geneva Fultz is a Certified Financial Planner™. Elicia Geneva Fultz specializes in portfolio management for individuals and businesses, as well as financial planning and educational seminars.
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.
Asset allocation services
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
FL
07/14/2023 - Present
Ameriprise Financial Services, LLC (Ponte Vedra Beach FL)
FL
05/03/2006 - 07/25/2023
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
NY
10/25/2000 - 04/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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