Unclaimed
Laura Nelson is a registered representative with LPL Financial LLC. Laura has been in the financial services industry since 2003. Laura has a total of 14 active state registrations as an Investment Advisor Representative. Laura also has 21 active state registrations as a Registered Representative. Laura is registered with the state of Alaska, Arizona, California, Colorado, Idaho, Indiana, Louisiana, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Laura is also registered with FINRA. Laura has a Series 6, Series 7 and Series 63 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ID
07/21/2021 - Present
LPL Financial LLC (TWIN FALLS ID)
ID
06/23/2003 - 07/21/2021
WADDELL & REED (TWIN FALLS ID)
BC
Issued 07/28/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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