Unclaimed
Laura Celis is a financial advisor with First Command Advisory Services in Fort Worth, Texas. Laura is a Registered Representative and an Investment Advisor Representative. Laura has been in the financial services industry since June 2023. Laura earned her Series 63, Series 65, and Series 6TO licenses. Laura is also licensed in Arizona, California, New Mexico, and Texas. Laura specializes in financial planning and portfolio management for individuals.
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.
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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TX
01/24/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 01/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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