Unclaimed
Laura Wich is a financial advisor with over 30 years of experience in the industry. Laura is registered with American Investors Co. and holds Series 7, 24, 63, and SIE licenses. Laura specializes in providing financial advice and portfolio management services to individuals, corporations, and charitable organizations. Laura has worked for American Investors Co. since 1998, prior to that she was with R.T. JONES CAPITAL EQUITIES, INC. in St. Louis, Missouri. Laura also provides financial planning and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/03/1998 - Present
American Investors Co. (SAN RAMON CA)
MO
10/20/1992 - 07/22/1998
R.T. JONES CAPITAL EQUITIES, INC. (ST. LOUIS MO)
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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