Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Louise Resendez is a financial advisor with LPL Financial LLC. Laurel has been working in the financial industry since 1992 and has experience in investment advisory, financial planning, and portfolio management. Laurel holds Series 7, 66, 27, and 28 licenses and has been registered with the state of Georgia since 2018. Laurel also works with IFG Advisory, LLC, an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory services
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.
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GA
03/29/2018 - Present
LPL Financial LLC (ATLANTA GA)
GA
04/18/2013 - 06/15/2015
BRIDGE CAPITAL ASSOCIATES, INC. (LILBURN GA)
PR
10/14/1996 - 02/08/2005
BBVA SECURITIES OF PUERTO RICO, INC. (HATO REY PR)
GA
12/07/1998 - 04/01/2002
PHC MERCHANT GROUP, LLC (MARIETTA GA)
FL
04/16/1997 - 05/06/1997
COHEN & CRAMER, INC. (MIAMI FL)
CA
10/22/1996 - 12/03/1996
PRIVATE ASSET ADVISORS (WESTLAKE VILLAGE CA)
FL
08/07/1992 - 07/10/1996
CARNES CAPITAL CORPORATION (NAPLES FL)
BOTH
Issued 03/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2013
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/05/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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