Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurisa? Claim Your ProfileLaurisa Anderson is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Laurisa has been in the industry since 1988 and has experience in both the broker-dealer and investment advisor spaces. Laurisa has held positions at several firms, including J.P. Morgan Securities LLC, Banc One Securities Corporation, and Patterson Icenogle, Inc. Laurisa is currently registered with the state of Oklahoma and Texas. Laurisa specializes in providing investment advisory services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
OK
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (TULSA OK)
OK
02/10/2009 - 08/25/2016
J.P. MORGAN SECURITIES LLC (TULSA OK)
IL
12/09/1999 - 09/22/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
03/09/1995 - 10/22/1996
PATTERSON ICENOGLE, INC.
OK
10/31/1988 - 09/20/1993
BOSC, INC. (TULSA OK)
BOTH
Issued 05/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laurisa Anderson is the right advisor for you? Invested Better is here to help.
