Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Ann Davitt is a financial advisor with over 25 years of experience in the industry. Laura has worked with both Fidelity Brokerage Services and Securities America, Inc., and is currently registered with Osaic Wealth, Inc. Laura is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, and 66 licenses. Laura specializes in providing financial planning, portfolio management and advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
08/06/2014 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
KY
01/01/2008 - 10/04/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
07/12/1999 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
08/10/1995 - 07/12/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 9/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/9/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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