Unclaimed
Laurel Hostetler is a financial advisor currently associated with Edelman Financial Engines. Laurel has been in the industry for 13 years and is registered in Ohio. Laurel has Series 7 and Series 66 licenses. Laurel has previously worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, NYLIFE Securities LLC, Chase Investment Services Corp. and Ameriprise Financial Services, Inc.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
11/01/2018 - Present
Edelman Financial Engines (COLUMBUS OH)
OH
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COLUMBUS OH)
OH
08/17/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COLUMBUS OH)
OH
06/16/2010 - 03/20/2014
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
OH
06/25/2008 - 07/30/2009
CHASE INVESTMENT SERVICES CORP. (WADSWORTH OH)
OH
03/02/2005 - 10/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
MN
03/02/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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