Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Yabandith is a financial advisor with Ameriprise Financial Services, LLC. Alex has been in the financial services industry since 2006. Alex is registered with the Securities and Exchange Commission (SEC) and is also registered with the following states: Alabama, Arkansas, Delaware, Minnesota, Mississippi, Nebraska, Nevada, Oklahoma, Rhode Island, Virginia, Washington, and Wisconsin. Alex holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 securities licenses. Alex is also a registered investment advisor in the state of Minnesota.
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
MN
08/24/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
12/23/2009 - 07/14/2011
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 12/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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