Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Rasmussen is a registered representative with Principal Securities, Inc., an investment advisor. Clarissa is licensed in all 50 states and the District of Columbia. Clarissa has been in the industry for 4 years and has a Series 7, Series 63, and Series 66. Clarissa specializes in financial planning, pension consulting, and portfolio management for individuals. Clarissa has a broad range of client experience including high net worth individuals, corporations, charitable organizations, and individuals other than high net worth individuals. Clarissa's previous work experience includes Principal Life Insurance Company. Clarissa also holds a position with Principal Advised 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
09/23/2024 - Present
Principal Securities, Inc. (Manning IA)
BOTH
Issued 05/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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