Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Snively is a financial advisor at Sagespring Wealth Partners. Laurie has been working in the financial services industry since 2007 and has experience with a variety of investment strategies. Laurie is registered with the state of Tennessee and Louisiana, and holds Series 7, 63, 65 and 66 licenses. Laurie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Laurie also works as an independent contractor with Snively Wealth Team. Laurie is a strong advocate for her clients and works to ensure they understand their options and make informed decisions.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
10/13/2020 - Present
Sagespring Wealth Partners (FRANKLIN TN)
MA
11/08/2010 - 05/21/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
08/03/2007 - 11/04/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 09/17/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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