Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura White is a financial advisor with over 20 years of experience in the financial services industry. Laura is currently registered with D.A. Davidson & Co. and has been with them since 2008. Laura is a licensed investment advisor representative and is registered in several states, including Montana and Texas. Laura is dedicated to providing personalized financial advice to help individuals and families reach their financial goals. Laura has a variety of specializations to help clients with their financial needs.
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.
1
2
MT
10/10/2018 - Present
D.a. Davidson & Co. (KALISPELL MT)
MA
10/20/2005 - 12/17/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/30/2001 - 07/12/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/18/2000 - 07/31/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
05/07/1987 - 12/14/1988
PRUCO SECURITIES CORPORATION
BOTH
Issued 10/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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