Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Kolasky is a financial advisor with over 15 years of experience in the industry. She currently works at Stifel, Nicolaus & Company, Inc., where she helps individuals, families, and businesses achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc., Laura worked at RBC CAPITAL MARKETS, LLC, Morgan Stanley, and CITIGROUP GLOBAL MARKETS INC. Her expertise includes financial planning, portfolio management, and investment strategies. Laura has a proven track record of success and is dedicated to providing her clients with personalized and comprehensive financial advice.
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.
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
NE
02/02/2021 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
01/04/2013 - 08/12/2020
RBC CAPITAL MARKETS, LLC (OMAHA NE)
NE
06/01/2009 - 01/28/2013
MORGAN STANLEY (OMAHA NE)
NE
05/01/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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