Unclaimed
Laurie Laffitte Alexander has been a registered representative since 2008 and is currently an investment advisor representative with Raymond James Financial Services Advisors, Inc., working out of their Mansfield, LA branch office. Laurie has been in the financial industry for 15 years and has experience working with individual clients, corporate clients, and pension plans. Laurie has Series 66, Series 7 and SIE licenses. Laurie is also the owner of Williamson Financial Services, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
05/02/2019 - Present
Raymond James Financial Services Advisors, Inc. (MANSFIELD LA)
LA
06/27/2008 - 05/16/2019
EDWARD JONES (MANSFIELD LA)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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