Unclaimed
Alexis Megan Klaserner is a financial professional registered with MM Ascend Life Investor Services, LLC. Alexis is licensed in Ohio and holds the Series 6TO and SIE licenses. Alexis is currently based in Cincinnati, Ohio.
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.
Maintaining registration but not actively providing advisory 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.
Maintaining registration but not serving clients
1
2
OH
08/06/2024 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
BC
Issued 08/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexis Klaserner is the right advisor for you? Invested Better is here to help.