Unclaimed
Laura Burgos is a financial advisor registered with Cetera Investment Advisers LLC, Cetera Investment Services LLC, Essex National Securities, LLC, and LPL Financial LLC. Laura has been in the financial services industry for over 14 years. Laura holds Series 6, 7, 63, and 65 securities licenses and the SIE. Laura specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Laura is currently registered in Connecticut, Florida, Georgia, Illinois, Kansas, New Jersey, New York, North Carolina, South Carolina, Tennessee, and Washington.
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.
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2
FL
09/27/2022 - Present
Cetera Investment Advisers LLC (PORT ORANGE FL)
NJ
12/06/2017 - 08/06/2020
CETERA INVESTMENT SERVICES LLC (ELIZABETH NJ)
NJ
10/13/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (SUMMIT NJ)
NJ
04/06/2011 - 10/15/2015
ESSEX NATIONAL SECURITIES, LLC (ELIZABETH NJ)
NJ
08/13/2008 - 04/18/2011
LPL FINANCIAL LLC (NEWARK NJ)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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