Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Whitney is a financial advisor who has been in the industry since 2004. Laurel holds the Series 7 and Series 66 licenses, and the SIE exam. Laurel is currently registered with Cetera Investment Advisers LLC, and has previously worked at B. C. Ziegler and Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. Laurel specializes in financial planning and portfolio management for businesses and individuals. Laurel is affiliated with Cetera Advisor Networks LLC and Financial Network- Larkin Region. Laurel works with clients of all types, including individuals, families, businesses, and charitable organizations.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
IL
04/29/2005 - 06/01/2006
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MN
02/11/2004 - 05/07/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/2004 - 05/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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