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 Taylor is a financial professional with over 20 years of experience in the industry. Laurie is currently registered with Oneamerica Securities, Inc. and has been with the firm since 2010. Laurie previously worked with Scottrade, Inc. and Charles Schwab & Co., Inc. Laurie's expertise includes providing financial planning, portfolio management, and other financial services. Laurie holds Series 6, 7, and 63 licenses.
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
IN
07/12/2010 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MO
09/03/1998 - 08/19/2003
SCOTTRADE, INC. (ST. LOUIS MO)
TX
07/18/1996 - 05/26/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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