Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Fitzpatrick is a financial advisor who has been in the industry since 2001. Laura is registered with Truist Advisory Services, Inc. and provides investment advisory services to individuals, families, and businesses. Laura is a Series 7, Series 63, and Series 65 licensed professional. In addition to investment advisory services, Laura also provides financial planning, educational seminars, and publication of periodicals. Laura is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
MD
04/10/2008 - 05/22/2009
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
NY
01/02/2001 - 03/11/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
05/08/2000 - 01/09/2001
CARRET SECURITIES, LLC (NEW YORK NY)
IA
Issued 08/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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