Unclaimed
Laura McHugh is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Laura has over 25 years of experience in the financial services industry. She is registered with the state of Minnesota and holds Series 7 and 63 securities licenses, as well as the SIE exam. Laura provides a range of financial services including asset allocation, financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
02/06/1997 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
02/06/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/12/1995 - 12/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/12/1995 - 12/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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