Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie McNeill is a financial professional with over 25 years of experience in the industry. Laurie currently works with LPL Enterprise, LLC and LPL Financial LLC. Laurie has previously worked with several other firms including Convergex Execution Solutions LLC, G-Trade Services LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, Charles Schwab & Co., Inc. and Stein, Shore Securities, Inc. Laurie holds Series 7, 8, 24, 27, 63, 66, SIE, and 99TO licenses. Laurie is committed to providing clients with personalized financial advice and strategies that are designed to help them achieve their 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/30/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
FL
07/25/2014 - 12/23/2015
CONVERGEX EXECUTION SOLUTIONS LLC (Orlando FL)
NY
10/25/2006 - 04/01/2015
G-TRADE SERVICES LLC (NEW YORK NY)
MN
01/20/2005 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/20/2005 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
07/28/1995 - 09/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
05/26/1993 - 07/17/1995
STEIN, SHORE SECURITIES, INC. (ORLANDO FL)
BOTH
Issued 01/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/19/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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