Unclaimed
Alexander Larsen is a financial advisor with FCI Advisors, a firm that provides a variety of financial services including asset allocation, financial planning, publication of periodicals, and portfolio management. Alexander has been in the financial services industry since 2013 and has experience in both individual and business portfolio management. Alexander is currently licensed in Colorado as an investment advisor representative. He holds Series 63, 65 and SIE licenses. Alexander has a strong track record of working with high-net-worth individuals, as well as individuals, corporations, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
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
CO
04/21/2021 - Present
FCI Advisors (Greenwood Village CO)
CO
05/25/2019 - 10/02/2020
INVESCO DISTRIBUTORS, INC. (Centennial CO)
CO
09/01/2017 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 04/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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