Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Troyer is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets for over 168,915 clients. Laura Troyer has been a financial advisor since 1999 and holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66 licenses. Laura Troyer is also registered with the state of Colorado. Laura Troyer's current employment with LPL Financial began in March of 2018. Laura Troyer was previously employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley, as well as several other firms. Laura Troyer's experience spans across various industries, including financial planning, portfolio management, and consulting. Laura Troyer is committed to providing her clients with personalized financial advice to help 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.
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.
1
2
CO
03/29/2018 - Present
LPL Financial LLC (HIGHLANDS RANCH CO)
MO
02/23/2016 - 01/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)
CO
03/07/2013 - 04/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
06/01/2009 - 03/07/2013
MORGAN STANLEY (GREENWOOD VILLAGE CO)
MT
09/12/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOZEMAN MT)
CA
03/09/1998 - 09/03/1998
WORLD TRADE FINANCIAL CORPORATION (SAN DIEGO CA)
NA
11/21/1986 - 04/03/1989
CIMMARON SECURITIES CORPORATION
NA
06/16/1986 - 11/28/1986
J. ROBERT SHEEKS & CO.
NA
02/20/1986 - 06/17/1986
NATIONAL SECURITIES CORPORATION
BOTH
Issued 09/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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