Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Mae Chang is a financial advisor who has been in the industry since 2010. Currently, Laura is registered with United Planners' Financial Services Of America A Limited Partner. Previously, Laura was registered with LPL FINANCIAL LLC, THE INVESTMENT CENTER, INC., and CROWN CAPITAL SECURITIES, L.P.. Laura is licensed in Hawaii and Oregon. Laura has passed the Series 6, Series 63 and SIE exams. Laura specializes in providing financial advice to individuals, families, and corporations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
03/28/2013 - Present
United Planners' Financial Services OF America A Limited Partner (HONOLULU HI)
OR
02/03/2012 - 03/06/2013
LPL FINANCIAL LLC (PORTLAND OR)
HI
07/14/2011 - 12/31/2011
THE INVESTMENT CENTER, INC. (HONOLULU HI)
HI
04/12/2010 - 07/26/2011
CROWN CAPITAL SECURITIES, L.P. (HONOLULU HI)
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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