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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Andree Lenssen is a financial advisor with Ameriprise Financial Services, LLC. Alexis has been working in the financial services industry for over 25 years. She has a wide range of experience and expertise in helping individuals and families reach their financial goals. Alexis's primary office is located in Daytona Beach, Florida, and she is also registered in Texas. Alexis holds several licenses and certifications, including Series 65, Series 63, Series 10, Series 9, Series 99TO, SIE, Series 31, and Series 7.
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
FL
10/05/2020 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
10/16/2007 - 10/16/2020
RAYMOND JAMES & ASSOCIATES, INC. (DAYTONA BEACH FL)
FL
03/20/2003 - 10/16/2007
WACHOVIA SECURITIES, LLC (DAYTONA BEACH FL)
NY
01/23/1997 - 01/24/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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