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Laura Russell-grigore is a financial advisor with Wells Fargo Clearing Services, LLC. Laura has been in the industry since 1994, holding licenses in Florida, Georgia, and North Carolina. Laura is a Registered Representative and Investment Advisor Representative in the state of Florida. Laura has experience working with high-net-worth individuals, corporations, and institutions. Laura's previous experience includes working for First Union Brokerage Services, Inc. in Charlotte, North Carolina. Laura's specializations include investment advisory services, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (VENICE FL)
NC
08/23/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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