Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Kamhi is a financial advisor with over 40 years of experience in the financial services industry. Laurie has been registered with the Securities and Exchange Commission (SEC) as an investment advisor representative since 2021. Laurie is currently employed by Hightower Advisors, LLC and is a board trustee for both the Sephardic Home and Rehabilitation Center and AJCNY.org. Laurie specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Laurie holds Series 3, 7, and 63 securities licenses, as well as a Series 65 investment advisor license. Laurie is also a Certified Financial Planner (CFP). Laurie has been a registered representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, and Dean Witter Reynolds Inc. throughout her career.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
07/02/1993 - 11/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/20/1984 - 07/08/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/04/1981 - 10/01/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/23/1981 - 10/20/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 02/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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