Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Pomeroy is a financial advisor at Fidelity Personal and Workplace Advisors. Laura has been in the financial services industry since 2006. She is a registered representative in Michigan and Texas, and is also registered as an Investment Advisor Representative in Michigan and Texas. Laura has a wide range of experience in financial planning and portfolio management. Laura has specialized in providing financial guidance to high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
11/13/2009 - 02/19/2013
PNC INVESTMENTS (HOLLAND MI)
MI
12/07/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (HOLLAND MI)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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