Unclaimed
Laura Gerber Bruce is a financial advisor in Anchorage, AK. Laura is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. She has been working in the financial industry since 1996. Laura is currently registered with the state of Alaska and Texas as an Investment Advisor Representative. Laura is a registered representative of Alaska Wealth Advisors, a firm with its main office in Anchorage, AK. Laura previously worked for KMS Financial Services, Inc., Aurora Securities, Wachovia Securities, Inc., BA Investment Services, Inc. and Seafirst Investment Services, Inc. Alaska Wealth Advisors provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Laura has a strong track record of helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans
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
AK
02/12/2015 - Present
Alaska Wealth Advisors (ANCHORAGE AK)
AK
12/19/2006 - 11/30/2007
KMS FINANCIAL SERVICES, INC. (ANCHORAGE AK)
AK
04/08/2004 - 12/19/2006
AURORA SECURITIES (ANCHORAGE AK)
MO
06/08/1999 - 01/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
CA
07/01/1998 - 06/10/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
11/20/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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