Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma Frandsen is a financial advisor registered with AE Wealth Management, LLC in Sandy, Utah. Alma has been in the financial services industry for over 6 years and is licensed in the state of Utah. Alma is a Series 6, 63, and 65 licensed financial advisor. Alma offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Alma has a strong commitment to helping clients achieve their financial goals. Alma also has experience with investment companies and pension consulting, as well as a variety of financial 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.
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.
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
UT
10/25/2023 - Present
AE Wealth Management, LLC (Sandy UT)
UT
05/25/2017 - 12/19/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
TX
01/12/2009 - 03/23/2009
NYLIFE SECURITIES LLC (DALLAS TX)
IA
Issued 10/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alma Frandsen is the right advisor for you? Invested Better is here to help.
