Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Gerdy is a financial advisor with Ameriprise Financial Services, LLC. Laurie has been in the financial services industry since 2007 and holds several licenses and certifications, including the Series 7, Series 6, Series 63, Series 65, and Series 26 exams, as well as the SIE exam. Laurie is also a Certified Financial Planner. Laurie has experience working with a variety of clients, including individuals, families, businesses, and trusts. Laurie offers a range of financial services, including financial planning, investment management, and retirement planning. Laurie is committed to providing personalized service to her clients and helping them achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OH
01/02/2015 - Present
Ameriprise Financial Services, LLC (CANTON OH)
OH
09/24/2007 - 01/02/2015
THE O.N. EQUITY SALES COMPANY (VIENNA OH)
IA
Issued 12/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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