Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Alspaugh is an investment advisor representative. Laura is a Chartered Financial Analyst and has been in the industry since 2016. Laura currently works for Kaleel Investment Advisors, LLC and has a Series 7, Series 63 and SIE license. Laura also works for The Kaleel Company, Inc. Laura has specializations in Portfolio management for individuals, Pension consulting and Financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/08/2017 - Present
Kaleel Investment Advisors, LLC (BOSTON MA)
BC
Issued 11/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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