Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Pope is a financial professional with over 20 years of experience in the industry. Laura is currently registered with Transamerica Retirement Advisors, LLC, where has been with the firm since January 2014. Prior to that, Laura was associated with Transamerica Financial Advisors, Inc., Investment Centers of America, Inc., and Fortis Investors, Inc. Laura holds a Series 6, 7, 63, and 65 licenses, and has earned the Certified Financial Planner designation. Laura has a broad range of experience working with individuals, corporations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
MN
01/02/2014 - Present
Transamerica Retirement Advisors, LLC (Hastings MN)
MN
07/27/2009 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
WI
10/13/2003 - 03/23/2009
INVESTMENT CENTERS OF AMERICA, INC. (HUDSON WI)
NJ
08/27/2002 - 10/27/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
WI
04/13/1999 - 08/09/2002
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
12/08/1997 - 03/03/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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