Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Gundrada Lundgren is an Investment Advisor Representative with Apollon Wealth Management, LLC, a firm that has offices in Mount Pleasant, SC and Boise, ID. Alexandra has been in the financial services industry for over 20 years and has a wide range of experience. She has been registered as an Investment Advisor Representative since 2013 and has held various roles in the industry. Alexandra specializes in providing financial advice to individuals and families, and is committed to helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
SC
11/29/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
ID
10/07/2013 - 04/06/2016
ONEAMERICA SECURITIES, INC. (NAMPA ID)
ID
02/01/2008 - 08/19/2013
FINANCIAL TELESIS INC (BOISE ID)
ID
02/09/2006 - 01/31/2008
MID ATLANTIC CAPITAL CORPORATION (BOISE ID)
PA
05/03/2004 - 10/19/2005
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
CA
05/05/1999 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
OR
09/03/1998 - 11/06/1998
SANSTRUM & ASSOCIATES, INC. (PORTLAND OR)
IA
Issued 02/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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