Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Lynne Demert is a financial advisor at Raymond James & Associates, Inc. Laura has been in the financial industry since 1994 and has a wide range of experience, having previously worked at firms such as Northern Trust Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., M&T Securities, Inc., Salomon Smith Barney Inc., Harris Investors Direct, Inc., Paine Webber Incorporated, and PMG Securities Corporation. Laura holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and Series 24 license. Laura is registered to provide financial advice in all 50 states. Laura specializes in providing financial planning, pension consulting, and portfolio management 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
06/24/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
10/20/2009 - 01/13/2014
NORTHERN TRUST SECURITIES, INC. (WINNETKA IL)
NY
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
01/03/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
10/16/2001 - 01/06/2003
M&T SECURITIES, INC. (BALTIMORE MD)
NY
11/02/1998 - 07/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IL
10/29/1997 - 10/13/1998
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NJ
11/02/1994 - 07/23/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IL
02/16/1994 - 09/07/1994
PMG SECURITIES CORPORATION (ELGIN IL)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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