Unclaimed
Laura Byrne is a financial professional with over 7 years of experience in the financial services industry. Laura is currently a registered representative with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Prior to her current role, Laura held positions with Ameriprise Financial Services, LLC, Sagepoint Financial, Inc., Raymond James Financial Services, Inc. and Pruco Securities, LLC. Laura holds the Series 7, Series 6, and SIE licenses. Laura specializes in financial planning, portfolio management for individuals and businesses, pension consulting, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
10/03/2022 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NJ
09/13/2021 - 03/30/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Holmdel NJ)
NJ
07/16/2020 - 09/09/2021
SAGEPOINT FINANCIAL, INC. (SPRINGFIELD NJ)
NJ
09/04/2019 - 01/06/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOMERVILLE NJ)
NJ
06/29/2015 - 08/26/2019
JANNEY MONTGOMERY SCOTT LLC (EDISON NJ)
NJ
09/02/2014 - 07/15/2015
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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