Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Joan Braverman is a financial advisor with over 20 years of experience in the industry. Laura is currently registered with Bluepointe Capital Management, LLC and has been working with them since 2006. Laura has previously worked with several other financial firms such as Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Tucker Anthony Incorporated, Lehman Brothers Inc., and Dean Witter Reynolds Inc. Laura holds Series 3, 7, 63, and 65 licenses. Laura specializes in investment management for individuals, pooled investment vehicles, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Bluepointe Capital Management, LLC (MENLO PARK CA)
NY
01/17/2003 - 06/26/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
08/30/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MA
01/18/1996 - 01/31/1996
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
04/28/1992 - 01/11/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/05/1991 - 08/12/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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