Unclaimed
Alexander Lajeunesse is a financial advisor registered with Ameriprise Financial Services, LLC in Williston, Vermont. Alexander Lajeunesse has been in the financial services industry since April 20, 2016. Prior to joining Ameriprise Financial Services, LLC, Alexander Lajeunesse was associated with J.P. MORGAN SECURITIES LLC. Alexander Lajeunesse holds licenses for Series 6, Series 7, Series 63, and Series 65 exams.
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.
1
2
VT
06/30/2023 - Present
Ameriprise Financial Services, LLC (WILLISTON VT)
VT
09/13/2021 - 02/19/2023
J.P. MORGAN SECURITIES LLC (Williston VT)
VT
03/02/2017 - 07/16/2021
CUSO FINANCIAL SERVICES, L.P. (S. BURLINGTON VT)
VT
03/27/2015 - 05/11/2016
CUSO FINANCIAL SERVICES, L.P. (S. BURLINGTON VT)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Lajeunesse is the right advisor for you? Invested Better is here to help.