Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Gustafson is a Certified Financial Planner™ and Chartered Financial Consultant with over 15 years of experience in the financial services industry. She is a Registered Investment Advisor and currently works at Shorepoint Capital Partners LLC. Laura has previously held positions at M Holdings Securities, Inc. and MetLife Securities Inc. Laura holds Series 6, 7, 63, 65 and 66 licenses. Laura Gustafson is a dedicated advisor who is passionate about helping individuals and families achieve their financial goals. She is committed to providing personalized service and developing long-term relationships with 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
01/27/2025 - Present
Shorepoint Capital Partners LLC (NORWOOD MA)
MA
05/16/2017 - 09/09/2019
M HOLDINGS SECURITIES, INC. (NEEDHAM MA)
RI
08/22/2011 - 07/10/2012
METLIFE SECURITIES INC. (WARWICK RI)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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