Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Kellejian is a financial advisor with over 30 years of experience in the industry. Laura is currently registered with Wells Fargo Advisors Financial Network, LLC, in California and Texas. Laura is a licensed securities professional and holds the Series 3, 7, 9, 10, 63 and SIE licenses. Laura has previously worked at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., LCM Financial Services, Inc., and Dean Witter Reynolds Inc. Laura has also held several other positions in the financial services industry and has experience in a variety of financial services areas including investment consulting services to institutional clients, financial planning, and pension consulting. Laura is committed to providing her clients with the highest level of service and helping them achieve 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.
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.
Investment consulting services to institutional clients
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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CA
05/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SACRAMENTO CA)
CA
01/01/2008 - 05/22/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
10/26/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
CA
04/15/1993 - 10/26/1993
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
NY
06/20/1989 - 04/23/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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