Unclaimed
Laurie Muller is a Registered Representative with LPL Financial LLC, a registered broker-dealer. Laurie is a member of the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 2014. Laurie has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). She is also licensed in Florida. Laurie works with individuals, families, businesses, trusts, and retirement plans to develop financial strategies to meet their individual needs. Laurie currently works out of the LPL Financial LLC office in Red Bank, New Jersey.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/24/2024 - Present
LPL Financial LLC (RED BANK NJ)
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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