Unclaimed
Laura Jeanette Bornheimer is a registered investment advisor representative with GWN Securities Inc. in Palm Beach Gardens, Florida. Laura has been in the securities industry since September 18, 1989. Laura holds the Series 4, 6, 7, 14, 24, 26, 65, 66, 99TO, and SIE licenses and is registered in 30 states. Previously, Laura has worked at PMG Securities Corporation, Legend Investment Management Inc., Joseph Roberts & Co., Inc., Legend Equities Corporation, and Legend Capital Corporation. Laura has experience in a number of areas including Financial Planning, market timing services, and selection of other advisers.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
04/21/2004 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
05/01/1996 - 04/02/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
09/17/1992 - 04/18/1996
LEGEND INVESTMENT MANAGEMENT INC. (PALM BEACH GARDENS FL)
FL
02/08/1996 - 04/08/1996
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
FL
01/01/1994 - 01/19/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
09/07/1989 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/29/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/1991
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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