Unclaimed
Laura Lea Powers is a financial professional with over 20 years of experience in the industry. She is a registered representative with Gregory J. Schwartz & CO., Inc. Powers is also licensed in Florida and Michigan and holds several professional designations including Series 7, Series 24, Series 28, Series 63, and Series 99TO, among others. Powers specializes in providing financial planning services, portfolio management, and pension consulting to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/05/2001 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2010
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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