Unclaimed
Laura Ehrenberg-chesler is an investment advisor representative with Prime Capital Financial. Laura has been in the financial industry since 1985 and has a wide range of experience in providing investment advisory services to individuals, families, and businesses. Laura is a licensed securities professional and has passed several industry exams. She is registered to provide investment advice in Texas. Laura's previous experience includes working for Dain Rauscher Incorporated, Paine Webber Incorporated, and John Nuveen & Co., Incorporated. Laura is committed to providing her clients with personalized financial advice and investment management services that meet their individual needs and 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
TX
07/04/2022 - Present
Prime Capital Financial (San Antonio TX)
NY
03/02/1998 - 02/29/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
05/20/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
04/26/1991 - 05/24/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
09/27/1989 - 04/10/1991
NATIONAL PARTNERSHIP EQUITIES,INC. (BEVERLY HILLS CA)
NJ
12/02/1985 - 07/26/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/23/1985 - 05/31/1985
JOHN NUVEEN & CO., INCORPORATED
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/02/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/12/1996
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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