Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Merilatt is a financial advisor with Osaic Wealth, Inc. Laura has been working in the financial services industry since 2015. Laura is licensed in Minnesota. Laura has a Series 6, Series 7TO, Series 24, Series 26 and Series 63 license. Laura is registered with FINRA and the state of Minnesota. Laura specializes in working with individuals, businesses, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
1
2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
11/01/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
06/03/2021 - 10/26/2021
CONCORDE INVESTMENT SERVICES, LLC (St. Louis Park MN)
NE
12/03/2018 - 11/09/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
01/22/2019 - 12/12/2019
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
MN
05/08/2015 - 07/09/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
01/10/2015 - 05/11/2015
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
BC
Issued 02/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/23/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Merilatt is the right advisor for you? Invested Better is here to help.
