Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Michelle Palacios is a financial advisor with Cadaret, Grant & Co., Inc. based in Jericho, NY. Laura has been in the financial industry since 2000 and has a wide range of experience in securities and investment advisory services. Laura is registered in several states and holds licenses for Series 7, Series 63, Series 65 and SIE exams. Laura specializes in providing financial advice to individuals, corporations, and institutions. Laura is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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NY
05/30/2023 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
08/10/2007 - 06/01/2023
FLAGSTAR ADVISORS (Garden City NY)
NY
05/29/2007 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (MINEOLA NY)
NY
02/17/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (MINEOLA NY)
IA
Issued 05/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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