Unclaimed
Laurine Garrity is an investment advisor representative at Fisher Investments. Laurine has over 20 years of experience in the financial services industry. Laurine has a Series 7, Series 6, Series 24 and Series 65 license and is registered to provide investment advisory services in California and Texas. Laurine has previously worked at OptionsXpress, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., Ameritrade, Inc., Dreyfus Service Corporation, Founders Asset Management LLC and Founders Asset Management, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
07/15/2023 - Present
Fisher Investments (SAN MATEO CA)
IL
04/09/2012 - 09/26/2012
OPTIONSXPRESS, INC. (CHICAGO IL)
CA
02/17/2011 - 09/24/2012
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NE
04/22/2006 - 01/14/2011
TD AMERITRADE, INC. (OMAHA NE)
NE
02/22/2005 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
NY
06/26/2003 - 01/14/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
CO
04/01/1998 - 01/03/2002
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
CO
12/02/1996 - 04/01/1998
FOUNDERS ASSET MANAGEMENT, INC. (DENVER CO)
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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