Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rowe is a registered representative with Kingsview Wealth Management, LLC, a firm based in Grants Pass, OR. Laura has over 20 years of experience in the financial services industry. Prior to joining Kingsview Wealth Management, Laura was a financial advisor at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Laura specializes in portfolio management, financial planning, and selection of other advisors. Laura also has experience providing advisory services to individuals, businesses, and investment companies.
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.
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.
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
IN
12/13/2019 - Present
Kingsview Wealth Management, LLC (Fort Wayne IN)
IN
12/18/2019 - 05/15/2020
CASCADE FINANCIAL MANAGEMENT, INC. (Fort Wayne IN)
IN
07/05/2006 - 12/19/2019
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
04/04/2000 - 08/01/2006
UBS FINANCIAL SERVICES INC. (FT WAYNE IN)
BOTH
Issued 05/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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