Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laela? Claim Your ProfileLaela Susan Erickson is a financial advisor with Edelman Financial Engines. Laela has been in the financial industry for several years and has a strong background in financial planning. Laela has a Series 7TO, Series 66, and SIE licenses. Laela is registered to provide investment advisory services in Washington and Minnesota. Laela has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Laela specializes in providing a variety of services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
06/12/2024 - Present
Edelman Financial Engines (BELLEVUE WA)
MN
10/31/2022 - 05/21/2024
LPL FINANCIAL LLC (BLOOMINGTON MN)
MN
11/05/2020 - 11/02/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Minneapolis MN)
BOTH
Issued 01/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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