Unclaimed
Laura Silverberg is a financial advisor with over 23 years of experience in the industry. Laura is registered with Cutter & Company, Inc. and has previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Laura offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Laura is licensed in Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Minnesota, Missouri, North Carolina, Pennsylvania, and Wisconsin.
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.
1
2
IA
07/27/2023 - Present
Cutter & Company, Inc. (BETTENDORF IA)
IA
06/01/2009 - 07/16/2019
MORGAN STANLEY (DAVENPORT IA)
IA
05/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
IA
Issued 06/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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