Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Stone Shifflette is a financial professional with over 15 years of experience in the industry. Laura is currently registered with Cetera Investment Advisers LLC and has previously worked with First Allied Securities, Inc.. Laura holds Series 63, 65, 7 and SIE licenses and has earned the Uniform Investment Adviser Law Examination and Uniform Securities Agent State Law Examination. Laura's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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WA
11/12/2020 - Present
Cetera Investment Advisers LLC (SEATTLE WA)
WA
05/22/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SEATTLE WA)
IA
Issued 7/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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