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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 Ann Stack is a financial advisor with over 20 years of experience in the industry. Laura Ann Stack currently works with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. in St. Petersburg, Florida. Laura Ann Stack is licensed to provide financial advice in 53 states and holds Series 63, Series 65, Series 7, Series 24 and SIE licenses. Laura Ann Stack specializes in providing financial planning, portfolio management for businesses and individuals and other advisory services.
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.
Please see note in schedule d - miscellaneous
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
FL
04/14/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
09/19/2016 - 10/04/2016
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
04/15/2013 - 06/20/2016
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
MO
02/21/2003 - 04/21/2011
EDWARD JONES (ST LOUIS MO)
NY
09/04/2001 - 10/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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