Unclaimed
Laura Stevens is a financial advisor with Fifth Third Securities, Inc. Laura has been in the industry since July 2010, and is registered with FINRA and the states of Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Laura has a wide range of experience, and is able to provide financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations. Laura holds a Series 7 and Series 66 license and a Securities Industry Essentials Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
TN
10/10/2013 - Present
Fifth Third Securities, Inc. (FRANKLIN TN)
TN
07/27/2012 - 10/16/2013
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
TN
07/08/2010 - 07/19/2012
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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