Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Sandra Norek is a registered investment advisor representative with Forum Financial Management, LP. Laura has been in the financial services industry for more than 10 years and holds the Series 65 license. Laura is also a consultant for Leadership Extension Consulting. Laura has a diverse client base that includes individuals, high-net-worth individuals, families, trusts, businesses, charitable organizations, pension and profit-sharing plans, and investment companies. Laura provides a range of financial advisory services, including financial planning, portfolio management, and pension consulting.
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.
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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IL
01/07/2024 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 12/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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