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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Mattia is a financial advisor with over 20 years of experience in the financial services industry. Laura Mattia is currently registered with Wealth Enhancement Advisory Services, LLC in Florida. Laura Mattia has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Laura Mattia is also a Certified Financial Planner. Laura Mattia offers financial planning services, educational seminars, and portfolio management for 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.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
06/21/2024 - Present
Wealth Enhancement Advisory Services, LLC (SARASOTA FL)
IN
10/14/2004 - 03/14/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/14/2004 - 03/14/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/08/2002 - 10/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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