Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Clark-brown is an investment advisor representative at J. W. Cole Advisors, Inc. located in Tampa, Florida. Laura has been in the financial industry since 1999 and has a wide range of experience. Laura holds several licenses, including Series 6, Series 7, Series 63, and Series 65. Laura is a financial planner and provides financial planning and investment advice to individuals, families, and businesses. Laura also specializes in the development and implementation of retirement plans.
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.
Hourly & fixed rate consulting
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
FL
12/03/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MI
07/26/2018 - 12/09/2021
TRIAD ADVISORS LLC (Clarkston MI)
MI
05/13/2016 - 07/30/2018
SIGNATOR INVESTORS, INC. (CLARKSTON MI)
MI
10/22/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CLARKSTON MI)
FL
10/27/2000 - 10/25/2004
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
06/28/1999 - 11/06/2000
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
IA
Issued 11/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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