Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Von dollen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a well-established firm with a strong presence in the financial services industry. Laurie has been in the financial services industry since 1984, and is dedicated to providing clients with personalized financial guidance and investment solutions. Laurie's extensive experience and commitment to understanding her clients' needs make her a valuable resource for individuals and families seeking expert financial advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/17/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
NY
04/23/1999 - 04/26/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AZ
11/19/1989 - 05/05/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/06/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/18/1984 - 05/31/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 05/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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