Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Skeen is a financial advisor with over 29 years of experience in the industry. Laurie currently works at Robert W. Baird & Co. Inc., in the Louisville, Kentucky office. Previously, Laurie worked at J.J.B. HILLIARD, W.L. LYONS, LLC and LPL FINANCIAL LLC, also in Louisville. Laurie is licensed to offer securities in Kentucky and Indiana. Laurie holds Series 7, 9, 10, 63, and 66 securities licenses. Laurie also holds a Notary Public designation. Laurie has experience working with individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
KY
06/22/2017 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
KY
09/29/2014 - 06/23/2017
LPL FINANCIAL LLC (LOUISVILLE KY)
KY
04/15/2013 - 10/09/2014
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
05/14/2003 - 02/07/2013
STERNE, AGEE & LEACH, INC. (LOUISVILLE KY)
NJ
12/18/1998 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
KY
12/13/1993 - 12/21/1998
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 05/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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