Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Timothy Narum is a financial advisor with over two years of experience in the financial services industry. Alexander is currently registered with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc., and is licensed to provide financial services in Minnesota. Alexander holds several industry credentials including Series 7, Series 63, Series 86, and Series 87 licenses. In the past, Alexander was employed with NEEDHAM & COMPANY, LLC. Ameriprise Financial Services, LLC is a large financial services company with over $479 billion in assets under management. The firm provides a wide range of financial services including financial planning, portfolio management, and asset allocation services. American Enterprise Investment Services Inc. is another large firm with over $479 billion in assets under management and provides financial services for both individuals and businesses.
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
07/14/2023 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
01/11/2019 - 11/30/2021
NEEDHAM & COMPANY, LLC (Minnetonka MN)
BC
Issued 10/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/07/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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