Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Bodisch is an investment advisor representative at DT Investment Partners, LLC in Chadds Ford, Pennsylvania. Laurie has been in the financial services industry for over 30 years, with a proven track record of success in providing financial planning and investment management services. Laurie's expertise includes asset allocation, portfolio management for individuals and businesses, and financial coaching. Laurie is also a founder and CEO of "Her Wealth Coach", providing financial coaching to individuals. Laurie is passionate about helping clients achieve their financial goals and is committed to providing personalized service 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation reporting 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
PA
02/18/2022 - Present
DT Investment Partners, LLC (CHADDS FORD PA)
IA
08/24/2001 - 08/08/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
05/22/2000 - 09/10/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
01/02/1992 - 05/22/2000
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
06/05/1990 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NY
04/20/1988 - 02/07/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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