Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Edwards is a financial advisor who has been in the industry since April 1999. Laurie is currently registered with Wells Fargo Clearing Services, LLC and is licensed to sell securities in multiple states. Laurie has a variety of experience in the financial services industry, having previously worked at A.G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Laurie is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
NV
11/29/2010 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NV
06/17/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINDEN NV)
NY
11/14/2002 - 06/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
03/01/1999 - 09/25/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laurie Edwards is the right advisor for you? Invested Better is here to help.
