Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Louise Lake is a financial advisor at Raymond James Financial Services Advisors, Inc. Laurie has been in the financial services industry since 1994. She is registered with the state of Texas and Pennsylvania. Laurie has a strong background in providing financial advice to individuals and businesses. She offers a wide range of financial planning services, including portfolio management, retirement planning, and investment advice. Laurie is also licensed to sell securities. She is committed to providing her clients with personalized financial advice and guidance that helps them achieve their financial goals.
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
PA
02/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (HARRISBURG PA)
PA
05/27/2005 - 05/07/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CARLISLE PA)
NY
01/04/2002 - 05/27/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
01/20/1999 - 02/05/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
PA
11/11/1994 - 01/22/1999
HOPPER SOLIDAY & CO., INC. (LANCASTER PA)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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