Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Ann Whitney has been a registered representative since 1999. Laura is currently registered with Equitable Advisors, LLC and has a Series 6, Series 26 and Series 99TO licenses. Prior to joining Equitable Advisors, LLC, Laura was with Equitable Distributors, LLC and MONY Securities Corporation. Laura specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations. Laura is located in Charlotte, NC and can be reached at the Equitable Advisors, LLC office.
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.
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2
NC
06/01/2005 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
09/14/2016 - 07/23/2021
EQUITABLE DISTRIBUTORS, LLC (Charlotte NC)
NY
05/25/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 02/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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