Unclaimed
Laura Miri Martin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Laura has been in the industry since 2005 and is registered in 25 states. Laura specializes in providing financial advice to individuals, businesses, and institutions. Laura has earned the Certified Financial Planner designation.
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.
Investment consulting services to institutional clients
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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CA
06/09/2006 - Present
Wells Fargo Advisors Financial Network, LLC (MENLO PARK CA)
NJ
02/15/2005 - 07/06/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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