Unclaimed
Laura Plourde is a financial advisor who has been in the industry since 1991. She has worked for several firms over her career including Lincoln Financial Advisors Corporation and American Express Financial Advisors Inc. Currently, Laura is a registered representative with Equity Services, Inc. and is licensed in Florida and Vermont. Laura offers a variety of services including financial planning, pension consulting, and educational seminars. Laura is a Certified Financial Planner and Chartered Financial Consultant.
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.
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
VT
03/25/2010 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
10/21/2011 - 10/27/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
CT
05/04/2004 - 03/09/2010
SECURITIES AMERICA, INC. (WATERBURY CT)
MN
12/20/2001 - 01/19/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/2001 - 01/19/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
05/21/2001 - 01/04/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/21/2001 - 01/04/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
10/04/1991 - 04/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1991 - 04/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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