Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Levassar has over 20 years of experience in the financial services industry. Laurie is currently registered with Cantor Fitzgerald & Co. Previously, Laurie worked at a number of other firms including Orchard Securities, LLC, Select Capital Corporation, Northstar Securities, LLC, and Walton Securities, Inc. Laurie holds Series 6, 7, 24, 63, and SIE licenses and is registered in Texas.
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.
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.
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2
CA
09/21/2021 - Present
Cantor Fitzgerald & Co. (IRVINE CA)
UT
10/02/2020 - 09/23/2021
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
CA
04/17/2018 - 05/05/2020
SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)
CO
02/20/2015 - 04/02/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
AZ
01/04/2011 - 02/17/2015
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
CA
05/19/2009 - 01/03/2011
PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)
CA
03/29/2007 - 04/23/2009
CORE CAPITAL MARKETS GROUP, INC. (NEWPORT BEACH CA)
CA
05/26/2006 - 04/02/2007
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
CA
08/11/2004 - 05/16/2006
NNN CAPITAL CORP. (SANTA ANA CA)
CA
08/08/2002 - 08/17/2004
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
TX
12/10/1999 - 06/28/2002
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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