Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Michelle Martin is a financial advisor with Osaic Wealth, Inc. Laurie has been a financial advisor for over 10 years and is licensed to provide investment advice in many states. Laurie is a dedicated professional with a passion for helping individuals and families achieve their financial goals. Laurie's experience and expertise enable her to provide comprehensive financial planning services, including retirement planning, investment management, and estate planning. Laurie has previously worked with Woodbury Financial Services, Inc. and National Planning Corporation.
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.
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2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (LEE'S SUMMIT MO)
MO
10/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEE'S SUMMIT MO)
MO
06/04/2014 - 10/27/2017
NATIONAL PLANNING CORPORATION (INDEPENDENCE MO)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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