Unclaimed
Laura Ann Malechuk is a Registered Representative associated with Madison Avenue Securities, LLC. Laura is active in the investment advisory and brokerage industry since December 4, 1999. Laura has a strong background in the financial services industry and holds various licenses and registrations, including Series 6, 63, 26, 28, 65, SIE and 99TO. Laura has held previous positions with Foresters Equity Services, Inc., and CUSO Financial Services, L.P.. Laura specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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
CA
05/17/2021 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
05/28/2019 - 07/10/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
10/19/1998 - 02/14/2019
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/06/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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