Unclaimed
Laura Minton is a financial advisor currently registered with Edward Jones. Laura is registered with both the state of California and Texas. Laura joined Edward Jones in October 2022. Laura has been in the financial services industry for a total of 7 years. Laura has earned the Series 66, Series 7TO, and SIE exams, which are required for financial advisors. Laura has a broad range of experience in the financial services industry, including working with high-net-worth individuals, businesses, pension plans, and other clients. Laura's services include financial planning, portfolio management, and selecting other advisors for their clients.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
04/27/2023 - Present
Edward Jones (MANHATTAN BEACH CA)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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