Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Mitchell is a financial advisor who is registered with Ameriprise Financial Services, LLC. Laura Mitchell has been in the financial services industry since June 24, 2000 and has a Series 63, Series 65 and Series 7 license. Laura Mitchell has a variety of experiences with prior firms, including LPL Financial LLC, IMS Securities, Inc., Stanford Group Company, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Morgan Stanley DW Inc. Laura Mitchell specializes in retirement, estate planning, insurance, education and investment planning. Laura Mitchell is committed to helping 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.
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
TX
12/22/2016 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
05/02/2013 - 11/05/2014
LPL FINANCIAL LLC (LEANDER TX)
TX
03/13/2009 - 04/08/2013
IMS SECURITIES, INC. (AUSTIN TX)
TX
10/13/2006 - 03/16/2009
STANFORD GROUP COMPANY (AUSTIN TX)
TX
02/21/2006 - 10/23/2006
CITIGROUP GLOBAL MARKETS INC. (MIDLAND TX)
MD
12/16/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/08/2000 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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