Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Poo is an investment advisor representative registered with Insigneo Advisory Services, LLC. Laura has over 7 years of experience in the financial services industry. Laura has a Series 66, Series 7 and SIE licenses and is registered in California, Florida, Georgia and New York. Laura previously worked at Wells Fargo Clearing Services, LLC and Mercantil Investment Services, Inc. Laura specializes in providing investment advice to individuals, corporations, pooled investment vehicles, and other investment advisors. Laura's services include financial planning, portfolio management, selection of other advisors, and consolidation of financial reports. Laura is also a licensed real estate agent in Florida.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
01/20/2023 - Present
Insigneo Advisory Services, LLC (Coral Gables FL)
FL
05/21/2021 - 08/31/2022
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
06/22/2017 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
11/13/2015 - 07/10/2017
MERCANTIL INVESTMENT SERVICES, INC. (CORAL GABLES FL)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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