Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Logan is an experienced financial advisor with over 27 years of experience in the industry. Laurie has a strong track record of success in helping clients achieve their financial goals. Laurie is currently a registered representative with UBS Financial Services Inc. in Dallas, TX. Previously Laurie worked as a registered representative with SPIRE SECURITIES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Laurie holds the Series 7, Series 8, and Series 63 licenses. Laurie is committed to providing her clients with personalized financial advice 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.
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.
See schedule d - miscellaneous
1
2
TX
06/02/2020 - Present
UBS Financial Services Inc. (DALLAS TX)
TX
05/16/2014 - 12/31/2014
SPIRE SECURITIES, LLC (DALLAS TX)
AR
08/20/1987 - 10/23/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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