Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Lake Hartquist is an Investment Advisor Representative at Guidedquest, LLC. Nora has been in the financial industry for over 30 years and holds Series 6, 26, 63, and 65 licenses. Nora has experience in financial planning, investment management, and estate planning. Nora is a Managing Member of Hartquist & Nobel, LLC, an insurance agency. Nora is also the owner and managing member of 50 Plus Digital, LLC, which provides public education. Nora has worked with various firms over the years including H. Beck, Inc. and W.H. Stuart & Associates. Guidedquest, LLC specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. The firm's mission is to help clients achieve their financial goals through personalized financial planning and investment strategies.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Share in fees charged by other advisers
1
2
VA
06/03/2016 - Present
Guidedquest, LLC (STAFFORD VA)
VA
08/27/2002 - 08/25/2011
H. BECK, INC. (STAFFORD VA)
GA
11/08/1999 - 08/26/2002
W.H. STUART & ASSOCIATES (NORCROSS GA)
GA
04/29/1988 - 11/08/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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