Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Stack is a financial advisor with over 9 years of experience in the financial services industry. She is currently registered with Avantax Investment Services, Inc. in Dallas, TX. Laurie has held previous positions with 1st Global Capital Corp., Cetera Advisors LLC, Freedom Investments, Inc., Oppenheimer & Co. Inc., and LPL Financial LLC. Laurie's professional qualifications include Series 6, Series 26, SIE, and Series 99TO exams.
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.
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.
1
2
TX
10/25/2019 - Present
Avantax Investment Services, Inc. (DALLAS TX)
TX
02/01/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
CA
12/12/2017 - 04/03/2018
CETERA ADVISORS LLC (SAN DIEGO CA)
NJ
07/31/2017 - 11/20/2017
FREEDOM INVESTMENTS, INC. (EDISON NJ)
CA
03/24/2017 - 11/20/2017
OPPENHEIMER & CO. INC. (SAN DIEGO CA)
CA
01/14/2013 - 08/26/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 01/24/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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