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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Lynn Novak is a financial advisor with Boston Financial Management LLC. Laurie has been working in the financial industry since March 2011. Laurie specializes in providing financial planning services for individuals and businesses. She is a Certified Financial Planner. Laurie holds the Series 65 license.
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.
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.
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MA
02/07/2020 - Present
Boston Financial Management LLC (BOSTON MA)
IA
Issued 09/07/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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