Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rowley is an Investment Advisor Representative with Mercer Global Advisors Inc., registered in both Texas and Louisiana. Laura has been in the financial services industry since 1994 and is also a Certified Financial Planner. Laura has previously worked with Wells Fargo Investments, LLC, Chase Investment Services Corp., Chase Securities of Texas, Inc., and Olde Discount Corporation. Laura is a highly experienced financial professional with a commitment to providing exceptional service to clients.
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.
Trust services, estate planning, tax return preparation, consultation
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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TX
06/06/2017 - Present
Mercer Global Advisors Inc. (HOUSTON TX)
CA
02/14/2003 - 07/06/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
03/01/1999 - 01/31/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
06/07/1996 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
MI
05/10/1994 - 03/08/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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