Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Schaeffer is a financial advisor with over 20 years of experience in the industry. Laurie currently works with Independent Advisor Alliance, LLC, serving clients in Georgia and New York. Laurie has previously worked with several firms including MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Wells Fargo Advisors, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Laurie is a Registered Investment Advisor (RIA) and holds Series 65 and 66 securities licenses. Laurie provides a range of financial advisory services including financial planning, pension consulting, educational seminars, portfolio management, and publication of periodicals.
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
GA
06/20/2021 - Present
Independent Advisor Alliance, LLC (Sandy Springs GA)
NY
03/25/2017 - 08/29/2017
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
04/13/2011 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
NY
12/15/2010 - 04/05/2011
WELLS FARGO ADVISORS, LLC (GREENVALE NY)
NY
02/24/2003 - 11/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
MN
02/24/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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