Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Ann Longstreth is a financial advisor with Independent Financial Partners. Laurie is a Registered Representative and has been in the financial services industry since October 30, 2000. Laurie has series 7, Series 63 and SIE licenses. Laurie has experience working with clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Laurie provides investment advice and financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
11/08/2010 - Present
Independent Financial Partners (Cleveland OH)
OH
11/30/2010 - 05/23/2019
LPL FINANCIAL LLC (CLEVELAND OH)
OH
09/04/2008 - 11/30/2010
NRP FINANCIAL, INC. (SHAKER HEIGHTS OH)
OH
01/01/2008 - 09/05/2008
WACHOVIA SECURITIES, LLC (BEACHWOOD OH)
OH
10/31/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEACHWOOD OH)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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