Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Elizabeth Maxwell is a financial advisor at Fidelity Personal And Workplace Advisors. Laura has been in the financial industry since 2008 and is registered with the state of Massachusetts and Texas. Laura has a strong background in providing financial advice and portfolio management for individuals, businesses, and pension plans. Laura is also a Certified Financial Planner. Laura's firm manages over $818 billion in assets under management and specializes in portfolio management, financial planning, and educational seminars.
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.
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.
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2
MA
11/14/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IA
01/03/2011 - 04/26/2013
WELLS FARGO ADVISORS, LLC (URBANDALE IA)
IA
12/05/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (URBANDALE IA)
IL
05/02/2007 - 09/11/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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