Unclaimed
Laura Noel Woods is a financial advisor with Commonwealth Financial Network. Laura has been in the financial services industry since 1997. Laura specializes in providing financial advice to individuals, families, and businesses. Laura has a wide range of experience, including investments, retirement planning, and insurance. Laura has a passion for helping people achieve their financial goals. Laura is committed to providing her clients with personalized service and sound financial advice.
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.
1
2
FL
09/08/2010 - Present
Commonwealth Financial Network (Lutz FL)
FL
06/14/2010 - 09/13/2010
NEW ENGLAND SECURITIES (TAMPA FL)
FL
03/15/2007 - 06/04/2010
SIGMA FINANCIAL CORPORATION (WESLEY CHAPEL FL)
FL
01/04/2007 - 03/12/2007
INVESTACORP, INC. (WESLEY CHAPEL FL)
FL
02/13/2004 - 12/31/2006
VSR FINANCIAL SERVICES, INC. (WESLEY CHAPEL FL)
AL
01/02/2002 - 03/05/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
01/19/1999 - 06/29/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
01/07/1998 - 12/22/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MA
02/20/1997 - 12/01/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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