Unclaimed
Laura Flentye is an investment advisor representative with Curi RMB Capital, LLC, a registered investment advisor based in Chicago, Illinois. Laura has been in the financial services industry since March 20, 2001. She holds a Series 6, 7, 3, 26, 63 and 65 license. Laura has previously worked for ALPS Distributors, INC. and STRONG INVESTMENTS, INC. Laura is a registered investment advisor representative in Illinois. Laura specializes in investment management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
1
2
IL
02/15/2017 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
06/16/2014 - 08/31/2016
ALPS DISTRIBUTORS, INC. (CHICAGO IL)
WI
08/14/1999 - 11/06/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 08/23/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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