Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Nicole White is a registered investment advisor representative with Cadaret, Grant & CO., Inc., SCF Investment Advisors, Inc. and Grove Point Advisors, LLC. Laura has been in the securities industry since October 29, 2013. Laura has a Series 7, Series 24 and Series 66. Laura is licensed in New York and Nebraska. Laura has a bachelor's degree in finance from Syracuse University. Laura has experience working with high net worth individuals, corporations and businesses, individuals other than high net worth individuals, and charitable organizations. Laura's services include financial planning, portfolio management for individuals, 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.
A percentage of the total value of assets under management is charged.
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2
NY
06/08/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
AZ
08/11/2021 - 05/26/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
10/29/2013 - 05/26/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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