Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Swanson is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, Illinois. Laura has over 20 years of experience in the financial services industry. Laura holds Series 7, 24, 63 and 66 licenses. Laura specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Laura is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals. Prior to joining Fourstar Wealth Advisors, Laura held positions at various financial institutions, including Great Point Capital, LLC, Cabot Lodge Securities LLC, and Purshe Kaplan Sterlings Investments.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
07/06/2015 - Present
Fourstar Wealth Advisors, LLC (CHICAGO IL)
IL
02/01/2020 - 10/01/2020
GREAT POINT CAPITAL LLC (CHICAGO IL)
IL
11/08/2017 - 03/14/2018
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IL
12/14/2016 - 11/29/2017
CABOT LODGE SECURITIES LLC (Chicago IL)
IL
10/24/2012 - 12/31/2014
WADDELL & REED (NAPERVILLE IL)
IL
02/27/2009 - 03/04/2011
ALLSTATE FINANCIAL SERVICES, LLC (NAPERVILLE IL)
IL
08/20/2003 - 11/08/2007
NOMURA SECURITIES INTERNATIONAL, INC. (CHICAGO IL)
IL
07/31/2002 - 08/15/2003
PMA SECURITIES, INC. (NAPERVILLE IL)
NY
06/20/2001 - 02/11/2002
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
12/01/2000 - 04/09/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
04/01/1993 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/26/1992 - 03/16/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
03/19/1990 - 06/26/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
01/24/1990 - 03/14/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 02/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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