Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Lundgren is a registered Investment Advisor Representative with Attessa Capital LLC. Alexis has been in the financial services industry for 17 years and holds a Series 65 license. Alexis is currently registered in Arizona and Texas. Alexis specializes in working with individuals, corporations, and charitable organizations. Attessa Capital LLC offers a variety of financial services, including financial planning, portfolio management for individuals, publication of periodicals, and other services.
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.
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.
A percentage of the total value of assets under management is charged.
Free
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2
AZ
01/19/2024 - Present
Attessa Capital LLC (TUCSON AZ)
IA
Issued 11/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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