Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Rasmussen is a registered investment advisor representative with Independent Financial Group, LLC. Alexandra has been in the financial services industry since 2011. Alexandra has passed the Series 6, 63 and 65 exams. Alexandra also works as a registered investment advisor representative with Financial Counseling Resources LLC. Alexandra also works as an insurance agent with Acrisure of CA DBA The LBL Group. Alexandra is a board member for Akomi Dance Company and is an independent contractor for Jazz Antiqua Music and Dance Ensemble.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/15/2022 - Present
Independent Financial Group, LLC (ALISO VIEJO CA)
CA
02/02/2016 - 07/15/2022
NPB FINANCIAL GROUP, LLC (Santa Ana CA)
CA
10/01/2012 - 02/09/2016
J.P. MORGAN SECURITIES LLC (GARDEN GROVE CA)
CA
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ALAMITOS CA)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexandra Rasmussen is the right advisor for you? Invested Better is here to help.
