Unclaimed
Lara Magnusen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lara has been working in the financial services industry since 2007. Lara holds FINRA Series 7, 63, and 65 licenses. Lara's previous experience includes working at J.P. Morgan Securities LLC, Altegris Investments, Inc., Helix Trading LLC, and Goldman, Sachs & Co.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
08/15/2017 - 07/09/2024
J.P. MORGAN SECURITIES LLC (Los Angeles CA)
CA
11/25/2008 - 06/30/2010
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
01/23/2007 - 05/30/2008
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
11/04/2003 - 05/27/2005
HELIX TRADING LLC (SAN DIEGO CA)
NY
11/21/2000 - 06/24/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 02/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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