Cory Rasmussen (CRD# 6591137) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Providence, RI and has over 8 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Providence, RI | Aug 2021 - Current | 2 |
| Td Private Client Wealth LLC | Providence, RI | Aug 2021 - Current | 2 |
| Citizens Securities, Inc. | Canton, MA | Mar 2020 - Aug 2021 | 1 |
| Citizens Bank | Cumberland, RI | Mar 2020 - Aug 2021 | 1 |
| Citizens Securities, Inc. | Johnston, RI | Feb 2019 - Mar 2020 | 1 |
| Santander Bank, Na | Boston, MA | Jul 2018 - Feb 2019 | < 1 |
| Santander Securities, LLC | Dorchester, MA | Jul 2018 - Feb 2019 | < 1 |
| Creative Capital Lending Inc. | Warwick, RI | May 2017 - Jun 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Dec 2015 - May 2017 | 1 |
| Td Bank, Na | Walpole, MA | Sep 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- CT
- FL
- MA
- RI
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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