Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Elfrank is a financial professional with over 17 years of experience in the industry. Laurie is currently registered with LPL Financial LLC and has been with the firm since June 2021. Previously, Laurie was affiliated with CETERA ADVISOR NETWORKS LLC from September 2013 to July 2021 and prior to that with WALNUT STREET SECURITIES, INC. from March 2004 to September 2013. Laurie holds Series 63, Series 7 and SIE licenses.
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.
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2
MO
06/28/2021 - Present
LPL Financial LLC (ST LOUIS MO)
MO
09/03/2013 - 07/01/2021
CETERA ADVISOR NETWORKS LLC (ST. LOUIS MO)
MO
03/10/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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