Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Cortner is an Investment Advisor Representative with Waddell & Associates, LLC, based in Memphis, Tennessee. Laurie has a Series 65 license and is registered as an Investment Advisor in Tennessee. Laurie has over 10 years of experience in the financial services industry. Laurie's specializations include Financial Planning, Portfolio Management, and Pension Consulting. Laurie is committed to providing clients with personalized financial advice and guidance.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs and on elibible credit and cash managem
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TN
12/10/2024 - Present
Waddell & Associates, LLC (MEMPHIS TN)
IA
Issued 08/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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