Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rosalind Sivalia is a registered investment advisor representative with GWN Securities Inc. located in PALM BEACH GARDENS, FL. Laura Rosalind Sivalia has 22 years of experience in the financial services industry. Laura Rosalind Sivalia was previously registered with Ameritas Investment Corp., CCF Investments, Inc., The Leaders Group, Inc., and PFS Investments Inc.. Laura Rosalind Sivalia has passed the Series 6, Series 63, Series 65, and SIE exams. Laura Rosalind Sivalia specializes in investment management, financial planning, and market timing services. Laura Rosalind Sivalia is licensed in Florida and other states.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
08/20/2019 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
06/15/2017 - 08/20/2019
AMERITAS INVESTMENT CORP. (Fort Pierce FL)
FL
01/04/2006 - 06/23/2017
CCF INVESTMENTS, INC. (FORT PIERCE FL)
CO
02/26/2003 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
09/11/2000 - 02/25/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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