Unclaimed
Laura Pajak is an investment advisor representative with The Ameriflex Group. Laura has been in the financial services industry since 1985 and has a wide range of experience. Laura is also a Certified Financial Planner. Laura is registered with the state of California and Texas. Laura's specializations include providing financial planning, investment management, pension consulting and selection of other advisors. Laura's previous experience includes roles at LPL FINANCIAL LLC, SAGEPOINT FINANCIAL, INC. and Financial Telesis Inc.
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.
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.
1
2
CA
10/14/2021 - Present
THE Ameriflex Group (Sacramento CA)
CA
07/30/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SACRAMENTO CA)
CA
09/12/2014 - 08/04/2021
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
10/02/2002 - 02/06/2015
FINANCIAL TELESIS INC (SACRAMENTO CA)
TN
02/22/1999 - 09/25/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/06/1993 - 02/22/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
03/19/1986 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
05/10/1985 - 02/26/1986
FIRST INVESTORS CORPORATION
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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