Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Duncil is an investment advisor representative registered with Edward Jones. Laura has been in the financial industry since 2004. Laura is licensed to provide investment advice in 31 states and is also a registered investment advisor in Ohio and Texas. Laura has passed several securities exams, including Series 6, Series 7TO, Series 63 and Series 65. Laura has previously worked with Fifth Third Securities, Inc., Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION.
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.
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.
See schedule d - miscellaneous
1
2
OH
11/29/2022 - Present
Edward Jones (LAKEVIEW OH)
OH
07/20/2011 - 03/03/2022
FIFTH THIRD SECURITIES, INC. (LIMA OH)
OH
07/06/2005 - 04/27/2011
CHASE INVESTMENT SERVICES CORP. (LIMA OH)
IL
12/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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