Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Donovan is a financial professional with Ameriprise Financial Services, LLC in SANTA FE, NM. Laurie has been in the financial services industry since 2017 and is a Registered Representative with Ameriprise Financial Services, LLC. Laurie is also an Investment Advisor Representative with Ameriprise Financial Services, LLC. Laurie's registration is currently active in New Mexico. Laurie has passed the Series 7, Series 63, Series 66 and SIE exams. Laurie specializes in working with Individuals, high net worth individuals, trusts/estates, corporations or other businesses, pension and profit sharing plans, charitable organizations and insurance companies.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NM
10/16/2019 - Present
Ameriprise Financial Services, LLC (SANTA FE NM)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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