Unclaimed
Laura Ann Batsche is a financial advisor with LPL Financial LLC. Laura has been in the financial industry since 1990. Laura has a wide range of experience in the industry and holds various licenses, including Series 7, Series 24, Series 63 and Series 65. Laura has also worked with several other firms, including McDonald Investments Inc., KEY Investments Inc., Society Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
SC
06/27/2024 - Present
LPL Financial LLC (CHAPIN SC)
OH
05/14/1999 - 08/21/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
06/22/1990 - 03/03/1995
SOCIETY INVESTMENTS, INC.
MN
10/25/1989 - 02/27/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1989 - 02/27/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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