Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Finnelly is a financial advisor who has been in the industry since December 2019. Laura is currently registered with PFS Investments Inc. Previously, Laura worked for PFS INVESTMENTS INC. in SKOKIE, IL. Laura has passed the Series 63, Series 65, Series 26 and Series 6TO exams. Laura is currently registered in Michigan and Nevada. Laura can provide investment advice to high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NV
03/06/2023 - Present
PFS Investments Inc. (LAS VEGAS NV)
IL
11/15/2019 - 12/31/2021
PFS INVESTMENTS INC. (SKOKIE IL)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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