Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Lewis-roe is a financial advisor with Frost Investment Services. Laura has been working in the financial industry since 2001. Laura holds Series 6, 7, 63, and 66 licenses and is registered as a broker-dealer and investment advisor in multiple states. Laura primarily works with individuals, high net worth individuals, corporations, and charitable organizations. Laura provides financial planning, portfolio management, and advisory services to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2023 - Present
Frost Investment Services (SAN ANTONIO TX)
BOTH
Issued 08/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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