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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Amundson is a financial advisor with LPL Financial LLC, a large independent broker-dealer and registered investment advisor. Alexander has been in the financial services industry since 2014. Alexander’s areas of expertise include financial planning, portfolio management, and consulting. Alexander is registered to provide investment advice in California and Utah.
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.
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CA
06/21/2022 - Present
LPL Financial LLC (FRESNO CA)
CA
05/17/2019 - 03/03/2022
LPL FINANCIAL LLC (FRESNO CA)
CA
06/29/2015 - 09/28/2015
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
05/12/2014 - 06/30/2015
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
BC
Issued 07/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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