Unclaimed
Laura Harrison is a financial advisor working with First Affirmative Financial Network LLC in Toledo, OH. Laura has been in the financial services industry for over 3 years and has a Series 66, Series 7TO and SIE licenses. Laura specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Laura also has experience working with charitable organizations, pension and profit-sharing plans, corporations and other businesses, high-net-worth individuals, and individuals other than high-net-worth.
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.
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.
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
OH
03/10/2023 - Present
First Affirmative Financial Network LLC (Toledo OH)
OH
10/13/2022 - 03/02/2023
NYLIFE SECURITIES LLC (TOLEDO OH)
OH
05/30/2020 - 10/29/2020
EDWARD JONES (TOLEDO OH)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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