Unclaimed
Laura Ann Danlasky-daigle is an investment advisor representative for Avantax Advisory Services. Laura Danlasky-daigle has been in the industry since February 18, 2000 and is licensed in California. Laura Ann Danlasky-daigle also has previous experience with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. Laura Danlasky-daigle provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/05/2024 - Present
Avantax Advisory Services (EL SEGUNDO CA)
CA
04/12/2011 - 02/05/2013
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
06/01/2009 - 05/27/2010
MORGAN STANLEY SMITH BARNEY (EL SEGUNDO CA)
CA
06/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EL SEGUNDO CA)
CA
04/02/2007 - 06/23/2008
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
02/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
CA
06/28/2005 - 10/27/2005
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
TX
07/08/2004 - 06/15/2005
MDB CAPITAL GROUP LLC (ADDISON TX)
CA
05/22/2003 - 07/08/2004
THE SHEMANO GROUP, INC. (SAN FRANCISCO CA)
CT
10/02/2002 - 04/29/2003
ACCESS SECURITIES, INC. (STAMFORD CT)
NV
08/04/2000 - 06/18/2002
WEST AMERICA SECURITIES CORP (LAS VEGAS NV)
NJ
03/21/2000 - 06/30/2000
HILL THOMPSON MAGID & CO INC (JERSEY CITY NJ)
CA
11/17/1999 - 02/17/2000
COMPUTER CLEARING SERVICES INC (GLENDALE CA)
CO
08/14/1998 - 07/21/1999
BERGER DISTRIBUTORS, INC. (DENVER CO)
CA
01/02/1998 - 07/17/1998
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
CA
10/03/1997 - 12/31/1997
DABNEY/RESNICK/IMPERIAL, LLC (BEVERLY HILLS CA)
BOTH
Issued 07/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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