Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Dealy is a financial advisor registered with Manning & Napier Advisors, LLC. Laura has over 30 years of experience in the financial services industry. Laura specializes in providing financial planning and investment management services to individuals, families, and businesses. Laura is a Chartered Financial Analyst (CFA) and holds a Series 63, 65, 7, and 3 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
05/04/2012 - Present
Manning & Napier Advisors, LLC (SPRINGVILLE NY)
NY
01/01/2005 - 03/11/2008
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
02/03/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/28/1994 - 01/14/2000
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
CT
02/01/1993 - 04/27/1993
ADVEST, INC. (HARTFORD CT)
IA
Issued 11/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Dealy is the right advisor for you? Invested Better is here to help.
