Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Davidson is a financial advisor registered with Fidelity Personal And Workplace Advisors. Laura has been working in the financial industry since 2006 and has worked for several prominent financial companies, including Charles Schwab & Co., Inc, Morgan Stanley, and Fidelity Brokerage Services LLC. Laura is licensed in 52 states and is also a Registered Investment Advisor. Laura specializes in providing financial advice to individuals, businesses, and charitable organizations. Laura is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
CO
09/21/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
10/09/2017 - 08/22/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
MT
09/26/2016 - 09/05/2017
MORGAN STANLEY (BOZEMAN MT)
UT
07/26/2005 - 03/07/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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