Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Glowa is a financial advisor with Ameriprise Financial Services, LLC. Laurie has been in the industry since 2009 and is registered with FINRA. She specializes in helping individuals and families reach their financial goals. Laurie has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BOFA Securities, Inc. Laurie's expertise includes asset allocation, financial planning, pension consulting, and educational seminars.
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
IL
06/02/2023 - Present
Ameriprise Financial Services, LLC (Joliet IL)
IL
05/10/2019 - 03/15/2021
BOFA SECURITIES, INC. (CHICAGO IL)
IL
12/14/2006 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
06/01/2012 - 06/05/2012
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (CHICAGO IL)
IL
10/28/2009 - 08/11/2011
MERRILL LYNCH PROFESSIONAL CLEARING CORP. (CHICAGO IL)
BC
Issued 09/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/02/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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