Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Hackler is a financial advisor with over 20 years of experience in the industry. Laurie is currently registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Western Springs, Illinois and Jupiter, Florida. Prior to joining Cambridge, Laurie was employed by Broker Dealer Financial Services Corp. in Western Springs, Illinois and RBC Dain Rauscher Inc. in New York, New York. Laurie holds both a Series 66 and Series 7 license and is licensed in several states. Laurie can help clients with a variety of financial planning needs including portfolio management, financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Western Springs IL)
IL
01/20/2004 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WESTERN SPRINGS IL)
NY
10/30/2002 - 11/25/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 11/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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