Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Mossakowski is a financial advisor with LPL Financial LLC. Laura has been working in the financial services industry since 2001. Laura is registered to provide investment advice in Texas and Wisconsin. Laura holds the Series 6, 7, 63, 65 and SIE licenses. Laura is also a Certified Financial Planner. Laura works with individuals, families, corporations, and retirement plans. Laura provides financial planning, portfolio management, investment advice, and insurance products. Laura is committed to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
09/08/2009 - Present
LPL Financial LLC (GREEN BAY WI)
WI
07/10/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREEN BAY WI)
WI
09/12/2001 - 07/11/2007
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
IA
Issued 01/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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