Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Romeo is a financial advisor with LPL Financial LLC in HUNT VALLEY, MD. Laura has been in the financial services industry since 2012 and has experience working with individual investors, small business owners, and retirement plan sponsors. She has a Series 6 license and is registered to sell securities in Maryland. Laura is dedicated to helping her clients achieve their financial goals through personalized financial planning and investment management. She is also passionate about financial education and regularly conducts workshops and seminars for her clients.
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
MD
08/31/2023 - Present
LPL Financial LLC (HUNT VALLEY MD)
MD
11/05/2012 - 09/06/2023
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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