Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura McCallum is a financial advisor who has been in the industry since 2017. Laura is currently registered with Fidelity Personal And Workplace Advisors. Previously, Laura worked at Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC. Laura is licensed to provide financial advice in several states and holds several securities licenses, including Series 7, Series 6, Series 63, and Series 65. Laura specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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
TX
12/09/2021 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
10/31/2017 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (DRIPPING SPRINGS TX)
FL
07/29/2013 - 12/24/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Laura McCallum is the right advisor for you? Invested Better is here to help.
