Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura O'Geen is a financial advisor with over 25 years of experience in the industry. Laura is currently registered with LPL Financial LLC. Laura is also registered in several states including New York, Texas, California, Florida, Georgia, and many more. Laura previously worked at M&T Securities, Inc., in Clarence, NY, for 24 years and has also worked at M&T Bank in Buffalo, NY, for over 25 years. Laura holds multiple FINRA licenses and registrations. Laura provides financial planning services and portfolio management for individuals and businesses.
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.
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.
Consulting and other non-discretionary advisory services
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
NY
08/23/2024 - Present
LPL Financial LLC (CLARENCE NY)
NY
06/04/1997 - 06/09/2021
M&T SECURITIES, INC. (CLARENCE NY)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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