Unclaimed
Laura Amendola is a financial advisor with Raymond James Financial Services Advisors, Inc. Laura has been in the financial industry since 1994. Laura has a strong background in providing financial advice and portfolio management services to individuals, families, businesses, and retirement plans. Laura holds the following licenses and designations: Series 7, Series 9, Series 10, Series 63, Series 65, and Certified Financial Planner. Laura is dedicated to providing personalized financial planning and investment services to help clients reach 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Boca Raton FL)
FL
09/30/1997 - 01/05/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
11/08/1995 - 09/30/1997
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
FL
06/02/1995 - 10/30/1995
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
11/09/1994 - 04/24/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
07/20/1994 - 10/05/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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