Unclaimed
Clara Laurent is a registered representative with Osaic Institutions, Inc. Clara is a financial professional with experience in the financial services industry since 2018. Clara holds the Series 7 and Series 66 securities licenses. Clara is also registered in Florida as an Investment Advisor Representative. Clara is located in Wauchula, Florida, and is associated with the Wauchula, FL branch office of Osaic Institutions, Inc. Clara is a partner in Durrance Groves Limited Partnership, a non-investment-related agricultural business located in Bowling Green, Florida. Clara's experience includes working with individuals, corporations, and charitable organizations. Clara can provide services such as financial planning, pension consulting, educational seminars, and portfolio management.
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.
Solicitation services for other advisers
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
FL
05/29/2019 - Present
Osaic Institutions, Inc. (WAUCHULA FL)
BOTH
Issued 05/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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