Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurette? Claim Your ProfileLaurette Dearden is a financial advisor with Avantax Advisory Services. Laurette has been in the financial industry since 1996 and has experience providing financial planning, portfolio management, and other advisory services to a variety of clients. Laurette holds the Certified Financial Planner designation and is registered with the state of Maryland.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
01/16/2008 - Present
Avantax Advisory Services (LAUREL MD)
MD
08/14/1997 - 10/06/2006
1ST GLOBAL CAPITAL CORP. (LAUREL MD)
MD
04/12/1995 - 04/16/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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