Unclaimed
Laura Jean Laes is a financial professional with over 10 years of experience in the industry. Laura is currently registered with U.S. Bancorp Investments, Inc. and has been with the firm since October 2018. Before joining U.S. Bancorp Investments, Inc., Laura worked at AMERICAN ENTERPRISE INVESTMENT SERVICES INC. from May 2013 to October 2018. Laura holds the Series 7, Series 99TO, and SIE licenses. Laura is a specialist in areas such as Portfolio Management for Individuals, Portfolio Management for Businesses, and Publication of Periodicals. Laura's clients include high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth 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.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
10/10/2018 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
MN
05/08/2013 - 10/09/2018
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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