Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Jean Podvin is an Investment Advisor Representative currently working at Commonwealth Financial Network in Watertown, NY. Laurie has been working in the financial industry since January 2014 and has Series 65 license, having passed the Uniform Investment Adviser Law Examination in November 2023. Laurie has previously worked at Bowers & Company CPAs PLLC, Commonwealth Financial Network, and ETFIDEA, LLC. Laurie's areas of specialization include retirement planning, college savings, and estate planning.
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.
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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NY
10/31/2024 - Present
Commonwealth Financial Network (Watertown NY)
IA
Issued 11/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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