Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Page is a financial advisor at LPL Financial LLC. Laurie has been in the financial industry for over 10 years, and has been with LPL Financial LLC for over 4 years. Laurie is registered with the state of Florida and has passed the Series 63, Series 7, and Series 65 exams. Laurie specializes in financial planning, portfolio management, and pension consulting. Laurie is also a registered Investment Advisor in Minnesota and Texas. Laurie has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Laurie is based in Bradenton, Florida, and serves clients throughout the state.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/16/2023 - Present
LPL Financial LLC (BRADENTON FL)
FL
08/10/2016 - 04/03/2019
J.W. COLE FINANCIAL, INC. (Bradenton FL)
MN
03/04/2015 - 08/19/2016
LPL FINANCIAL LLC (BLOOMINGTON MN)
MN
04/09/2009 - 06/16/2009
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MO
02/02/2009 - 03/25/2009
EDWARD JONES (ST. LOUIS MO)
MN
01/28/2009 - 02/12/2009
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
09/05/2007 - 01/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 02/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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