Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Stohlman is a financial advisor with Grove Point Advisors, LLC and has over 38 years of experience in the financial services industry. Laura is registered with FINRA as a general securities principal. Laura is also registered with the state of Maryland as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Laura has a Series 7, Series 24 and Series 63 license and holds the Certified Financial Planner designation.
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
MD
12/20/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
10/18/2011 - 07/24/2020
SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)
MD
11/01/1999 - 10/25/2011
NATIONAL PLANNING CORPORATION (GAITHERSBURG MD)
MO
07/14/1994 - 11/04/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
CO
02/26/1990 - 08/03/1994
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
TX
03/16/1987 - 12/08/1989
KOONCE SECURITIES, INC. (DALLAS TX)
NA
01/17/1986 - 09/02/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/31/1985 - 12/18/1985
MUTUAL SERVICE CORPORATION
NA
05/22/1984 - 07/29/1985
INCOME INVESTMENTS INCORPORATED
BC
Issued 06/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Laura Stohlman is the right advisor for you? Invested Better is here to help.
