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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauree? Claim Your ProfileLauree Harrison is a financial advisor with Cetera Investment Advisers LLC. Lauree has been working in the financial industry since 2012 and has a Series 66, 53, 24, 52, and 7 license as well as a SIE certification. Lauree also holds the Certified Financial Planner designation. Lauree is registered to provide investment advisory services in 37 states and is also an Investment Advisor Representative in Texas and Washington. Lauree has experience working with a range of clients, including individuals, high-net-worth individuals, charitable organizations, 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.
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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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
BOTH
Issued 7/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/5/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 5/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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