Unclaimed
Laura Medigovich is a financial advisor with Janney Montgomery Scott LLC. Laura has been a financial advisor for over 12 years and holds Series 6, 7TO, 63 and 65 licenses. Laura is a Certified Financial Planner and a Chartered Financial Consultant. Laura has experience working with a variety of clients, including individuals, businesses, and institutions. She provides a wide range of financial services, including financial planning, investment management, and retirement planning. Laura is dedicated to helping her clients achieve their financial goals.
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.
Fee plus commission
1
2
NY
05/03/2019 - Present
Janney Montgomery Scott LLC (PURCHASE NY)
NY
07/28/2009 - 03/16/2018
M&T SECURITIES, INC. (FISHKILL NY)
VA
12/05/2006 - 08/01/2007
BB&T INVESTMENT SERVICES, INC. (MC LEAN VA)
NC
05/06/1994 - 07/31/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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