Unclaimed
Laura Clancy is a financial advisor with The Huntington Investment Co. Laura is registered in 8 states, including Arizona, California, Florida, Michigan, North Carolina, Ohio, and South Carolina. Laura has been in the industry since 2019, having previously worked at Raymond James & Associates, INC. and J.P. Morgan Securities LLC. Laura has a Series 63, 66, and 7 license, as well as the SIE exam. Laura offers portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
07/20/2023 - Present
THE Huntington Investment Co. (NOVI MI)
MI
09/26/2022 - 07/28/2023
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
07/29/2019 - 05/23/2022
J.P. MORGAN SECURITIES LLC (PLYMOUTH MI)
BOTH
Issued 01/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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