Unclaimed
Laura Cropo is a financial advisor with Frost Investment Services, with over 13 years of experience in the financial services industry. She holds the Series 7, 63 and 65 licenses. Previously, Laura Cropo worked at NORTHERN TRUST SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and other firms in various roles. Laura Cropo specializes in portfolio management for businesses and individuals.
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
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
01/04/2005 - 06/23/2011
NORTHERN TRUST SECURITIES, INC. (DALLAS TX)
IN
12/03/2003 - 06/02/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/03/2003 - 06/02/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/10/2003 - 04/25/2003
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
DE
02/06/2002 - 01/17/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
04/26/2000 - 01/10/2002
ADVEST, INC. (HARTFORD CT)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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