Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laila? Claim Your ProfileLaila Marshall-pence is an active investment advisor representative with LPL Financial LLC. Laila has been in the financial services industry since June 30, 1980 and holds Series 7, Series 24, Series 31, Series 51, and Series 63 licenses. Laila also has a Certified Financial Planner designation. Laila is registered in 46 states and has a current active registration with LPL Financial LLC and Pence Capital Management, LLC. Laila has a history of working for various financial institutions including LPL Financial LLC, Pence Capital Management, LLC, LINSCO Financial Group, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and TRAVELERS EQUITIES SALES, INC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/01/2001 - Present
LPL Financial LLC (TORRANCE CA)
NA
10/27/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
07/15/1983 - 11/03/1987
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
05/13/1981 - 03/01/1985
TRAVELERS EQUITIES SALES, INC.
NA
07/01/1980 - 09/12/1983
UNIVERSITY SECURITIES CORPORATION
BC
Issued 05/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/04/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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