Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Markoff is a financial advisor with over 18 years of experience in the financial services industry. Laura is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2019. Prior to joining Wells Fargo, Laura worked as a financial advisor for Morgan Stanley and Citigroup Global Markets Inc. Laura specializes in providing investment consulting services to institutional clients, financial planning, portfolio management for businesses and individuals, and pension consulting. Laura is licensed to offer investment advisory services in several states, including California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
01/08/2019 - Present
Wells Fargo Advisors Financial Network, LLC (POTOMAC MD)
DC
06/01/2009 - 01/10/2019
MORGAN STANLEY (WASHINGTON DC)
DC
11/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
01/01/2005 - 09/11/2007
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
BOTH
Issued 08/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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