Unclaimed
Laura Elfter is a registered representative with Raymond James & Associates, Inc. Laura is a financial advisor with over 10 years of experience in the financial services industry. Laura holds FINRA Series 7, 24 and SIE licenses. Laura is a member of the Raymond James team since 2014. Previously Laura was registered with RAYMOND JAMES INSURANCE GROUP, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and T. ROWE PRICE INVESTMENT SERVICES, INC. Laura is registered in the state of Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/18/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/22/2017 - 10/31/2018
RAYMOND JAMES INSURANCE GROUP, INC. (ST. PETERSBURG FL)
FL
05/27/2014 - 05/22/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/05/2012 - 05/27/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/04/2011 - 12/21/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 02/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laura Elfter is the right advisor for you? Invested Better is here to help.