Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Lynn Daugs has been a Registered Representative in the securities industry since May 23, 2000. Laurie is currently registered with Janney Montgomery Scott LLC in Naples, Florida. Laurie has held prior registrations with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Laurie has a wide range of experience in the financial services industry and is dedicated to providing clients with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
06/19/2015 - Present
Janney Montgomery Scott LLC (Naples FL)
FL
02/13/2013 - 06/23/2015
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
FL
04/07/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
FL
02/21/2006 - 04/28/2006
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
MD
05/24/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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