Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Daven is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Laurie has been in the industry since 2006 and is currently registered with the state of Oregon and the state of Texas. Laurie has a Series 66 license and Series 7 license. Laurie has been with Fidelity Personal And Workplace Advisors since 2021. Prior to joining Fidelity Personal And Workplace Advisors, Laurie was with Principal Securities, Inc., Foresters Equity Services, Inc. and American Express Financial Advisors Inc. Laurie also has an independent contractor business where she works as a portrait artist, illustrator and writer.
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.
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.
1
2
OR
04/28/2022 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND OR)
OR
02/07/2007 - 10/20/2021
PRINCIPAL SECURITIES, INC. (Tigard OR)
ID
09/26/2005 - 01/18/2007
FORESTERS EQUITY SERVICES, INC. (MERIDIAN ID)
MN
12/08/2004 - 02/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/2004 - 02/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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