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 been in the role since September 2022. Prior to Cetera, Laura was registered with First Allied Securities, Inc. from May 2008 to September 2022. Laura is a Series 7 and Series 63 licensed representative and also holds the Series 65 and SIE licenses. Laura specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Laura also provides advisory services to corporations, other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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 07/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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