Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Eldon is a financial advisor who has been in the industry since June 2, 1994. She currently works at Raymond James & Associates, Inc. in Birmingham, MI. Laura has previously worked at UBS Financial Services Inc., Citigroup Global Markets Inc., and Smith Barney Inc. She is registered in the state of Michigan and holds the Series 7, Series 63 and SIE licenses. Laura has experience working with high-net-worth individuals, corporations, and other businesses. She provides a variety of financial planning services, including portfolio management, financial planning, 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.
Please see note in schedule d - miscellaneous
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
MI
02/14/2007 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
03/27/2006 - 02/12/2007
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
MI
03/05/1996 - 04/07/2006
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
04/21/1994 - 01/22/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laura Eldon is the right advisor for you? Invested Better is here to help.
