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 Troyer is a financial advisor with over 15 years of experience in the industry. Laura is currently registered with LPL Financial LLC in both Michigan and Texas. Before joining LPL Financial LLC, Laura worked with CUNA Brokerage Services, Inc. and CUSO Financial Services, L.P. Laura has a diverse range of experience, working with clients of all types, including individuals, families, businesses, retirement plans, and charitable organizations. Laura provides a wide array of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
MI
07/07/2022 - Present
LPL Financial LLC (Buchanan MI)
MI
08/11/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Saint Joseph MI)
MI
09/08/2011 - 08/02/2017
CUSO FINANCIAL SERVICES, L.P. (ST. JOSEPH MI)
MI
02/05/2007 - 05/11/2011
PFS INVESTMENTS INC. (PORTAGE MI)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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