Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Neidert is a financial advisor with over 20 years of experience in the industry. She currently works for Osaic Wealth, Inc., where she provides financial planning and investment management services to individuals, families, and businesses. Laura Neidert is a Certified Financial Planner™ and holds a Series 7, 6, 63 and 66.
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.
1
2
FL
08/06/2024 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
03/23/2023 - 09/03/2024
EQUITY SERVICES, INC. (TAMPA FL)
KS
07/21/2021 - 12/22/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
01/24/2018 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
12/22/2010 - 11/01/2017
WADDELL & REED (OVERLAND PARK KS)
MI
11/24/2009 - 12/16/2010
EQUITY SERVICES, INC. (WATERFORD MI)
MI
10/13/2006 - 03/18/2008
LASALLE FINANCIAL SERVICES, INC. (TROY MI)
MI
01/06/1998 - 10/05/2006
WADDELL & REED, INC. (TROY MI)
BOTH
Issued 01/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Neidert is the right advisor for you? Invested Better is here to help.
