Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Michelle Packham is a financial advisor with over 20 years of experience in the industry. Laurel has a diverse background, having worked with several firms throughout her career. She is currently registered with Eagle Strategies LLC, and has been with the firm since 2013. Laurel is a Series 66, 51, 24, 52TO, SIE, and 7 licensed representative and is active in both California and Nevada. Laurel focuses on providing financial planning and investment advice to a variety of clients, including individuals, corporations, 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.
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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CA
01/11/2024 - Present
Eagle Strategies LLC (SAN RAMON CA)
CA
09/04/2012 - 04/09/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAMON CA)
CA
12/16/2011 - 06/14/2012
QUESTAR CAPITAL CORPORATION (SACRAMENTO CA)
CA
12/11/2006 - 11/08/2011
WOODBURY FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
06/03/2004 - 08/11/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
12/12/2001 - 06/14/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 3/5/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/24/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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