Unclaimed
Laura Smith is a registered representative and investment advisor representative with Pasadena Private Wealth, LLC. Laura has been in the industry since April 1997 and has a strong track record of providing financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals by providing personalized and comprehensive financial planning services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/16/2024 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
Active
Inactive
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