Unclaimed
Laura Davitt is a financial advisor registered with Commonwealth Financial Network and has been in the financial services industry since 1998. Laura is a Certified Financial Planner and holds Series 6, 7, and 66 securities licenses. Laura's previous employment history includes Securities America, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Laura is currently registered as a Registered Representative in Ohio.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/12/2024 - Present
Commonwealth Financial Network (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 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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