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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Fontana is a financial advisor with Ameriprise Financial Services, LLC. Laura has been in the financial services industry since December 1997. Laura holds licenses in 20 states, including Delaware, Texas, and California. Laura has also passed the Series 63, 65, and 7 exams, along with the SIE. Laura has experience working with clients such as high-net-worth individuals, trusts and estates, corporations, and individuals other than high-net-worth. Laura's previous experience includes working at IDS Life Insurance Company in Minneapolis, Minnesota.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
DE
02/10/2017 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
MN
12/16/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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