Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis McLaughlin is an investment advisor representative with Ameriprise Financial Services, LLC based in Minneapolis, MN. Alexis has been in the industry since September 29, 2015, and is registered with the state of Minnesota. Alexis also has previous experience with Securian Financial Services, Inc., J.P. Morgan Securities LLC, Thrivent Investment Management Inc., and Thrivent Distributors, LLC. Alexis holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license.
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.
1
2
MN
09/12/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
09/07/2021 - 01/09/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/30/2020 - 08/13/2021
J.P. MORGAN SECURITIES LLC (Saint Louis Park MN)
MN
12/19/2016 - 04/26/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/29/2015 - 04/26/2019
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
11/01/2013 - 12/24/2015
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 05/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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