Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Belo is a financial advisor with UBS Financial Services Inc. based in San Francisco, CA. Laura has been in the financial industry since 1985 and has a strong track record of providing financial advice to a wide range of clients. Laura holds both Series 7 and Series 63 licenses. Laura specializes in financial planning, portfolio management, and retirement planning. Laura is committed to providing her clients with the highest level of personalized service and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/28/1995 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
NY
12/10/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
CA
08/17/1987 - 11/26/1991
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
NA
10/23/1985 - 08/25/1987
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 08/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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