Unclaimed
Laura Elaine Banasiewicz is an investment advisor representative with Cuso Financial Services, LP, where she has been employed since August 2000. Laura is registered in 24 states and is also a Certified Financial Planner. She provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Laura is committed to providing her clients with the highest level of service and guidance. Prior to her role at Cuso Financial Services, LP, Laura worked at Allegacy Federal Credit Union in Winston-Salem, NC. Laura's experience in the financial services industry dates back to 1988.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
12/21/2023 - Present
Cuso Financial Services, LP (WINSTON SALEM NC)
WI
06/09/1999 - 10/03/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
08/13/1997 - 06/08/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
08/03/1995 - 08/13/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
09/11/1989 - 08/16/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
07/30/1985 - 06/16/1986
FIRST INVESTORS CORPORATION
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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