Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Chiesman is an Investment Advisor Representative with Savant Wealth Management. Laura is a Certified Financial Planner and has been in the industry since 1985. Laura has worked for several other firms in the past, including Prudential Securities Incorporated, Smith Barney Inc., Brookstreet Securities Corporation, Bear, Stearns & Co. Inc., and Travelers Equities Sales, Inc. Laura holds Series 7, 63, and 65 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.
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.
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2
IL
05/28/2024 - Present
Savant Wealth Management (ROCKFORD IL)
NY
11/11/1997 - 08/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/12/1994 - 10/10/1997
SMITH BARNEY INC. (NEW YORK NY)
CA
10/29/1993 - 02/01/1994
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NA
11/11/1986 - 05/04/1988
BEAR, STEARNS & CO. INC.
NA
09/24/1985 - 08/26/1987
TRAVELERS EQUITIES SALES, INC.
IA
Issued 03/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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