Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexus? Claim Your ProfileAlexus Nicole Coffeen is a financial advisor currently registered with LPL Financial LLC. Alexus has been in the industry since 2021 and holds the Series 63, Series 65, Series 6TO, and SIE licenses. Alexus provides investment advice for both individuals and businesses, and specializes in financial planning, pension consulting, and portfolio management. Alexus also works for BMO Harris Bank as a Financial Institution Duty/ Licensed Branch Employee in Indianapolis.
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.
Consulting and other non-discretionary 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.
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
IN
05/31/2022 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
05/26/2021 - 09/09/2021
FIFTH THIRD SECURITIES, INC. (CARMEL IN)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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