Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Coats is a financial advisor with over 20 years of experience in the industry. Laura has been registered with Park Avenue Securities LLC since January 2023, and she has previously held positions at PRINCIPAL SECURITIES, INC. and ING FINANCIAL PARTNERS, INC.. Laura holds Series 6, 7, 24, 51, 63, and 66 licenses, and she is registered to provide investment advice in Oregon and Washington. Laura specializes in providing financial planning, investment management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
02/01/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
OR
11/01/2011 - 01/31/2023
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
01/03/2011 - 11/03/2011
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
OR
09/20/2000 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (PORTLAND OR)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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