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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Burgos is a financial advisor with Cetera Investment Advisers LLC, in PORT ORANGE, FL. Laura has been in the financial industry since 2008. She is a registered Investment Advisor Representative (IAR) and holds the Series 6, Series 7, Series 63 and Series 65 licenses. Laura has previous experience with several firms, including Cetera Investment Services LLC, Invest Financial Corporation, Essex National Securities, LLC and LPL Financial LLC. Laura specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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 9/2/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 8/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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