Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Moews is a financial advisor with over 20 years of experience in the industry. Laurel is currently registered with Wells Fargo Clearing Services, LLC, where Laurel provides financial planning and portfolio management services. Laurel has also been registered with State Farm Investment Management Corp. and Van Kampen American Capital Distributors, Inc., in the past. Laurel holds Series 6, 7, 63, and 66 securities licenses and is registered in multiple states.
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.
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.
Investment consulting services to institutional clients
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
IL
10/08/2018 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON IL)
IL
04/11/2001 - 04/03/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
09/20/2000 - 04/11/2001
STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)
TX
11/27/1995 - 09/24/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IL
04/18/1991 - 04/11/1995
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 08/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laurel Moews is the right advisor for you? Invested Better is here to help.
