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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Swanson is a financial advisor with Pure Financial Advisors, LLC. Alexandra has been in the financial industry since 2009 and is a Certified Financial Planner. She has extensive experience providing financial planning and portfolio management services to individuals, families, and businesses. She is passionate about helping her clients achieve their financial goals and believes in a personalized approach to financial planning. Alexandra is registered with the state of Colorado and has a strong track record of success in helping her clients reach their financial objectives.
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.
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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CO
09/06/2024 - Present
Pure Financial Advisors, LLC (Greenwood Village CO)
CO
10/13/2014 - 07/21/2022
CUSO FINANCIAL SERVICES, L.P. (WESTMINSTER CO)
CO
08/15/2013 - 10/13/2014
WELLS FARGO ADVISORS, LLC (BOULDER CO)
FL
01/26/2010 - 06/07/2013
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
06/26/2009 - 11/06/2009
PRUCO SECURITIES, LLC. (FORT MYERS FL)
BOTH
Issued 11/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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