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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Fried is a financial advisor with Cerity Partners LLC. Laurie has over 20 years of experience in the financial services industry. Laurie specializes in providing financial planning, portfolio management and tax services to individuals, families and institutions. Laurie is a Certified Financial Planner and holds the Series 7, 65 and 66 licenses. Laurie previously worked at Financial Network Investment Corporation, Morgan Stanley Smith Barney, and Barclays Capital Inc. Laurie is dedicated to providing her clients with the highest level of personalized service and expertise.
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.
Tax services; bill pay
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.
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.
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CA
07/05/2023 - Present
Cerity Partners LLC (MILL VALLEY CA)
CA
11/01/2011 - 07/23/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
01/05/2010 - 02/24/2011
MORGAN STANLEY SMITH BARNEY (SAN RAFAEL CA)
NY
12/19/1995 - 08/17/2000
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 06/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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