Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Sober Hasso has been in the financial services industry since 1983. Laurie is a Certified Financial Planner™ and a Chartered Financial Consultant. Laurie is currently registered with LPL Enterprise, LLC, in Latham, NY. Previously, Laurie has been registered with Equity Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Nathan & Lewis Securities, Inc., Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., Guardian Investor Services Corporation, New England Securities Corporation, and Pruco Securities Corporation. Laurie has passed the Series 6, Series 7 and Series 63 exams. Laurie's specialties are providing Financial Planning, Portfolio Management for individuals and businesses, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (LATHAM NY)
NY
01/08/2015 - 11/21/2018
EQUITY SERVICES, INC. (LATHAM NY)
NY
09/19/2000 - 01/20/2015
METLIFE SECURITIES INC. (LATHAM NY)
NY
09/11/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
NY
09/03/1998 - 05/24/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/02/1998 - 09/03/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
04/18/1996 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
06/14/1988 - 04/17/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/13/1985 - 06/13/1988
NEW ENGLAND SECURITIES CORPORATION
NA
03/30/1983 - 12/22/1986
PRUCO SECURITIES CORPORATION
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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