Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauretta? Claim Your ProfileLauretta Yeagy is a registered representative with LPL Financial LLC, with offices in Delta, PA. Lauretta has been in the financial services industry since 2011. Prior to joining LPL, Lauretta was a Registered Representative with M&T Securities, Inc. in Baltimore, MD. Lauretta is licensed to conduct business in Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Indiana, Kentucky, Maryland, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Virginia, Washington, and West Virginia.
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.
Consulting and other non-discretionary advisory services
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
PA
01/26/2022 - Present
LPL Financial LLC (DELTA PA)
MD
03/29/2021 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 01/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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