Unclaimed
Reginald Rasmussen is an investment advisor representative with International Assets Investment Management, LLC in Lake Elmo, Minnesota. Reginald has been in the industry since June 1998. Reginald holds the Series 65, Series 66, Series 7 and SIE exams. Reginald has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Reginald is a board member at large for Turning Point, a chemical dependency treatment program in Minneapolis. Reginald specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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MN
10/17/2023 - Present
International Assets Investment Management, LLC (Lake Elmo MN)
MN
08/12/1998 - 09/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PAUL MN)
IA
Issued 07/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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