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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Jagoe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Laura has been in the industry since 1998 and has a broad range of experience. Laura's background includes working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Laura holds the Series 6, 7, 24, 63 and 65 licenses, which allows Laura to provide a wide range of investment services. Laura also has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Laura works with clients to develop customized financial plans that meet their individual needs. Laura also provides investment management services, helping clients to grow their assets and achieve their financial goals.
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
CT
01/15/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW CANAAN CT)
NJ
12/11/2003 - 10/25/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
10/01/1999 - 12/16/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
SC
12/14/1998 - 09/08/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1998
Series 6 - Investment Company Products/Variable Contracts 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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