Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yannick? Claim Your ProfileYannick Alexandre Rasmussen is a financial advisor with Fidelity Personal and Workplace Advisors. Rasmussen has been in the financial services industry for over 7 years and has a wide range of experience in advising clients on their financial needs. Rasmussen is registered with FINRA and holds multiple licenses, including Series 7, 9, 10, 63 and 66. Rasmussen is also registered as an Investment Advisor Representative in New Hampshire and Texas. Rasmussen has specialized experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.
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.
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
NH
08/13/2021 - Present
Fidelity Personal AND Workplace Advisors (NORTH HAMPTON NH)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Yannick Rasmussen is the right advisor for you? Invested Better is here to help.
