Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Leverenz Finn is an Investment Advisor Representative with Oxford Financial Group, Ltd. based in Minneapolis, Minnesota. Alec has been in the financial industry for over 10 years and has experience in financial planning, portfolio management and selection of other advisors. Alec holds a Series 65 license and a SIE certification.
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.
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
MN
02/12/2024 - Present
Oxford Financial Group, Ltd. (MINNEAPOLIS MN)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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