Unclaimed
Laura Mitten is a financial advisor who has been in the industry since 2015. Laura is currently registered with Thrivent Investment Management Inc., and has previously been registered with Raymond James & Associates, Inc., Charles Schwab & Co., Inc., and LPL Financial LLC. Laura is licensed to provide financial advice in several states, including Michigan, Texas, Oklahoma, and District of Columbia. Laura offers a range of services, including portfolio management, financial planning, and advisory services.
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.
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.
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2
MI
09/25/2024 - Present
Thrivent Investment Management Inc. (Washington MI)
FL
04/18/2017 - 12/22/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
07/30/2015 - 04/11/2017
CHARLES SCHWAB & CO., INC. (NOVI MI)
MI
03/20/2015 - 07/07/2015
LPL FINANCIAL LLC (ROMEO MI)
IA
Issued 05/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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