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Laura Lynn Norcross is a financial advisor with Principal Securities, Inc., located in Mason City, Iowa. Laura has been in the financial industry for over 20 years. She is a licensed investment advisor representative in Iowa and Texas. Laura holds a Series 6, 7, and 66 license. Laura also serves as a bank officer for Principal Bank & Trust Company, helping manage and support Principal retirement plan account relationships across both the insurance/broker-dealer, and bank/trust offerings of Principal. In addition to her work with Principal Securities, Inc., Laura also co-owns and manages Delta Unlimited LLC & Delta South Unlimited LLC, which involves farm land and a rental condominium.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/16/2021 - Present
Principal Securities, Inc. (MASON CITY IA)
IA
03/13/2001 - 04/01/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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