Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauretta? Claim Your ProfileLauretta Burkhart is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Mansfield, Ohio. Lauretta has been working in the industry since 1997 and holds both Series 6 and Series 7 licenses. She has extensive experience in investment management and financial planning. Lauretta Burkhart's prior roles have included positions at Jefferson Pilot Securities Corporation and State Farm VP Management Corp. Lauretta currently manages approximately $1 billion - $10 billion in assets for individuals, businesses, investment companies, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
07/28/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANSFIELD OH)
NE
07/23/2007 - 03/10/2008
JEFFERSON PILOT SECURITIES CORPORATION (LINCOLN NE)
OH
11/19/1997 - 07/05/2007
STATE FARM VP MANAGEMENT CORP. (SHELBY OH)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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