Unclaimed
Laura Scobee is a financial advisor with Onedigital Investment Advisors. Laura has been in the financial services industry for over 35 years. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 63 licenses. Laura has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Laura is passionate about helping clients achieve their financial goals and providing them with the personalized advice they need to make informed decisions about their financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
04/13/2018 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MO
04/16/2018 - 08/23/2024
TRIAD ADVISORS LLC (St. Louis MO)
MO
01/04/2007 - 04/13/2018
FIRST HEARTLAND CAPITAL, INC. (ST LOUIS MO)
MO
05/10/2004 - 12/31/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
04/28/1993 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CA
10/22/1986 - 04/28/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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