Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine Laing is a financial advisor at Florida Financial Advisors, LLC, where she provides financial planning, pension consulting, and portfolio management for businesses and individuals. Josephine has been a registered advisor since July 2023 and holds Series 63, Series 65, Series 6TO, and SIE licenses. She has experience working with high-net-worth individuals and individuals other than high-net-worth. Her approach to financial planning focuses on understanding her clients' needs and goals, developing personalized strategies, and providing ongoing support and guidance.
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.
2% of net worth or assets for financial planning clients
1
2
TN
07/19/2023 - Present
Florida Financial Advisors, LLC (Nashville TN)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Josephine Laing is the right advisor for you? Invested Better is here to help.
