Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Miller is a financial advisor with Concourse Financial Group Securities, Inc. Laura has over 30 years of experience in the financial services industry. Laura has a strong background in both securities and investment advisory services. Laura is registered to provide investment advice and securities services in Alabama and California. In addition to their current role, Laura has held positions at various other firms, including Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, M Financial Securities Marketing, Inc., M Holdings Securities, Inc., WS Griffith Securities, Inc., PhoenixLink Investments Inc., Charter New England Agency, Inc., Home Life Insurance Company, and Sentra 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.
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.
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2
AL
02/14/2020 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
IN
03/14/2008 - 06/05/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/14/2008 - 06/05/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
OR
05/19/2006 - 10/08/2007
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
OR
10/15/2004 - 10/08/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CT
03/27/1990 - 09/17/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
06/07/1999 - 07/10/2002
PHOENIXLINK INVESTMENTS INC. (EAST HARTFORD CT)
NH
07/30/1998 - 01/15/2002
CHARTER NEW ENGLAND AGENCY, INC. (CONCORD NH)
CT
01/01/1997 - 10/02/1997
PHOENIX LINK INVESTMENTS INC. (EAST HARTFORD CT)
NA
03/27/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
AZ
06/11/1987 - 03/24/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 06/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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