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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 Zimmerman is a financial advisor with over 20 years of experience. She is a registered Investment Advisor Representative with One Capital Management, LLC and has a Series 6, 7, 63 and 65. Laura is a Chartered Financial Analyst and has a strong background in providing financial advice to individuals and businesses. She specializes in helping clients develop and implement financial plans, including investment management, retirement planning, and estate planning. Laura is committed to providing her clients with personalized service and a comprehensive approach to wealth management. Laura has previously worked at Payden & Rygel Distributors and Prudential-Bache Securities Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
CA
10/18/2010 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
05/01/1995 - 07/07/2005
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
NY
12/19/1989 - 07/10/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
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Inactive
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