Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Pertile is a financial professional with over 20 years of experience in the industry. Laurie is currently registered with Charles Schwab & CO., Inc. and has previously worked at TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and BANC ONE SECURITIES CORPORATION. Laurie holds Series 7, 9, 10, 63, and 66 licenses. She is also a Certified Financial Planner. Laurie specializes in providing financial planning and investment advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/11/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/16/2019 - 12/22/2022
TD AMERITRADE, INC. (FRISCO TX)
FL
10/11/2016 - 10/25/2017
FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)
TX
03/12/2003 - 09/23/2015
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
IL
07/02/2002 - 03/04/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/20/2000 - 04/02/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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