Unclaimed
Laura Odea is a financial advisor who has been in the industry for many years. Laura has experience working with a variety of clients, including individuals, families, and businesses. Laura is currently registered with Global Retirement Partners LLC, which is a registered investment advisor. Laura is also registered as an Investment Advisor Representative (IAR) for the firm. Laura provides financial planning and investment management services to clients. Laura is committed to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2019 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
NC
07/26/2017 - 11/07/2018
LPL FINANCIAL LLC (MOORESVILLE NC)
NC
09/10/2015 - 02/08/2017
PRINCIPAL SECURITIES, INC. (Mooresville NC)
MO
10/05/2011 - 08/20/2013
BFP SECURITIES, LLC (ST. LOUIS MO)
TX
12/22/2008 - 04/06/2010
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
NC
04/06/2005 - 06/06/2008
BIRCHTREE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
CO
11/17/2004 - 03/11/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
04/26/1999 - 11/03/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
09/04/1998 - 11/10/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
06/21/1993 - 04/20/1998
MANEQUITY, INC. (BOSTON MA)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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