Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Ann Markley is a registered representative with Raymond James & Associates, Inc. in Cincinnati, Ohio. Laurel Ann Markley has been in the securities industry since October 1983. Laurel Ann Markley has experience in the financial services industry including previous registrations with Ameriprise Financial Services, Inc., Fifth Third Securities, Inc., BANC ONE SECURITIES CORPORATION, Countrywide Investments, Inc., Provident Securities & Investment Company and Robert H. Leshner & Co., Inc. Laurel Ann Markley holds licenses for Series 7, Series 24, Series 66 and SIE.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/29/2019 - Present
Raymond James & Associates, Inc. (CINCINNATI OH)
KY
05/11/2017 - 07/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Crestview Hills KY)
OH
03/23/2005 - 04/07/2017
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
02/26/1997 - 03/10/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
10/09/1993 - 10/03/1995
COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)
OH
10/03/1985 - 08/03/1993
PROVIDENT SECURITIES & INVESTMENT COMPANY (COLUMBUS OH)
NA
01/22/1982 - 09/25/1985
ROBERT H. LESHNER & CO., INC.
BOTH
Issued 04/04/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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