Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Paz is a financial advisor with over 17 years of experience in the industry. Laura is registered with Wells Fargo Clearing Services, LLC and has been with the firm since October 2021. Prior to joining Wells Fargo, Laura worked at GWFS Equities, Inc. and Allen & Company of Florida, Inc. Laura holds Series 7, 63, 66, and SIE licenses. Laura has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Laura specializes in retirement planning, investment management, and insurance. Laura is also a notary public.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
11/03/2021 - Present
Wells Fargo Clearing Services, LLC (PONTE VEDRA BEACH FL)
FL
01/28/2008 - 10/25/2021
GWFS EQUITIES, INC. (JACKSONVILLE FL)
FL
01/08/2007 - 10/31/2007
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
FL
02/14/2006 - 12/19/2006
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
BOTH
Issued 01/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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