Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Forlines is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 28 years of experience in the financial services industry. Laura is registered as a broker-dealer in Michigan and Texas. Laura has been a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1996 and has previously worked with BANC ONE SECURITIES CORPORATION and PAINEWEBBER INCORPORATED. Laura specializes in working with individuals, businesses, insurance companies, charitable organizations, pension and profit sharing plans and state or municipal government entities. Laura's practice offers a wide range of services such as portfolio management, financial planning, selection of other advisors 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
04/06/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
IL
07/18/1995 - 06/04/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
02/22/1995 - 07/05/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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