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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 Didone is a financial advisor with Wells Fargo Clearing Services, LLC in Syracuse, New York. Laurie has been in the financial industry since 2000 and has a strong track record of helping clients achieve their financial goals. Laurie is a Series 7 and Series 63 licensed advisor. She is also licensed to sell insurance products. Laurie is a valuable resource for individuals and families seeking financial advice.
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.
Investment consulting services to institutional 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.
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2
NY
07/12/2016 - Present
Wells Fargo Clearing Services, LLC (SYRACUSE NY)
NC
12/23/2014 - 05/09/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
07/31/2009 - 11/29/2013
LEIGH BALDWIN & CO., LLC (SYRACUSE NY)
NY
11/05/2004 - 08/24/2009
RBC CAPITAL MARKETS CORPORATION (DEWITT NY)
CT
07/03/2000 - 12/03/2004
ADVEST, INC. (HARTFORD CT)
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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