Unclaimed
Laura Maguire is a financial advisor with Kestra Advisory Services, LLC. Laura has been in the industry since 1997 and holds Series 63, 65, 7, and SIE licenses. Laura works with a variety of clients, including high net worth individuals, corporations, and pension and profit sharing plans. Laura specializes in providing financial planning, investment management, and retirement planning services. Laura also has experience working as a Registered Planning Assistant with Compass Capital Management LLC.
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.
1
2
CT
01/11/2017 - Present
Kestra Advisory Services, LLC (Southbury CT)
CT
09/03/2013 - 05/26/2017
CETERA ADVISOR NETWORKS LLC (SOUTHBURY CT)
CT
02/03/2005 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SOUTHBURY CT)
SC
04/30/2004 - 09/03/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
05/22/2000 - 02/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/22/2000 - 02/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
02/18/1997 - 02/23/2000
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
IA
Issued 12/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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