Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Zastawrny is a financial advisor registered with Raymond James & Associates, Inc. Laurie has been in the industry since 2009 and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sage, Rutty & Co., Inc., and Morgan Stanley & Co. Incorporated. Laurie has a Series 63 and Series 66 license and also holds Series 7 and SIE licenses. Laurie's practice focuses on working with high-net-worth individuals, corporations, individuals, and pension plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
03/16/2022 - Present
Raymond James & Associates, Inc. (ROCHESTER NY)
NY
10/11/2011 - 12/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
10/19/2009 - 10/14/2011
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
NY
07/16/2008 - 10/06/2008
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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