Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Sowa-westwood is a financial advisor at Burnham Gibson Wealth Advisors, LLC, a firm with 32 licensed agents. Laurie has been in the industry since January 2015 and has been registered with the state of California since 2018. Laurie holds both the Series 6, 63, 7TO, and 66 licenses. Laurie is also registered as an Investment Advisor Representative in California. In addition to her work at Burnham Gibson Wealth Advisors, LLC, Laurie is also involved with The Baldwin Group Wealth Advisors, LLC, and Equitable Advisors, 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.
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.
Value of plan assets
1
2
FL
03/12/2021 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
CA
04/24/2015 - 01/23/2018
KESTRA INVESTMENT SERVICES, LLC (Newport Beach CA)
BOTH
Issued 12/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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