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 Ufnowski is a financial advisor with Ameriprise Financial Services, LLC in Brookfield, WI. Laurie has been working in the financial services industry since 2000. Laurie is a registered representative of Ameriprise and holds a Series 7 and Series 66 license. Laurie provides financial planning, portfolio management for individuals and businesses, and asset allocation services. Laurie has experience working with trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
WI
09/21/2021 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
06/23/2017 - 09/09/2021
MORGAN STANLEY (Waukesha WI)
WI
03/29/2000 - 07/05/2017
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Laurie Ufnowski is the right advisor for you? Invested Better is here to help.
