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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Jennifer Reeves is a financial advisor who has been in the industry since May 1997. Laura Reeves is currently registered with Avantax Advisory Services in Jackson, NJ. Laura Reeves is also registered with the state of Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Virginia. Laura Reeves has passed the Series 6, 7, 63, 65 and SIE exams. Laura Reeves has experience working for Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., and Avantax Advisory Services. Laura Reeves specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Laura Reeves has a total of 1243 clients, with assets under management of $41,695,726,722.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/15/2014 - Present
Avantax Advisory Services (Jackson NJ)
NJ
10/01/2000 - 02/28/2014
WELLS FARGO ADVISORS, LLC (MONROE TOWNSHIP NJ)
NC
10/02/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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