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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Marshall is a financial advisor with Sequoia Financial Group, LLC. She has over 15 years of experience in the financial services industry. Laura has a strong background in wealth management and financial planning. She is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. She holds a Series 7, Series 31, and Series 66 license. Laura is also a Certified Financial Planner.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/24/2020 - Present
Sequoia Financial Group, LLC (Troy MI)
MI
06/03/2011 - 08/12/2015
J.P. MORGAN SECURITIES LLC (GROSSE POINTE MI)
MI
07/15/2003 - 05/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 08/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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