Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Licia? Claim Your ProfileLicia Maria Van steenburgh is a financial advisor registered with LPL Financial LLC. Licia has been in the financial services industry since 2001. Licia's previous employers include People's Securities, Inc. and BB&T Investment Services, Inc. Licia is licensed to provide financial services in Connecticut and Massachusetts. Licia has a Series 63, SIE and Series 6 license. Licia is located at 62 CENTER SQUARE in EAST LONGMEADOW, MA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/11/2023 - Present
LPL Financial LLC (EAST LONGMEADOW MA)
CT
08/17/2022 - 12/21/2022
LPL FINANCIAL LLC (ENFIELD CT)
CT
09/28/2001 - 08/17/2022
PEOPLE'S SECURITIES, INC. (ENFIELD CT)
NC
12/20/2000 - 08/03/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 01/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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