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50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

Palos Heights, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Palmblad is a financial advisor with RBC Capital Markets, LLC. Laurie has been in the financial industry since 1998. Laurie is licensed to provide financial advice in Illinois and Texas. Laurie is a registered representative with FINRA and is also registered with the state of Illinois as an investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cerity Partners LLC | CFP ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Laurie Fried is a financial advisor with Cerity Partners LLC. Laurie has over 20 years of experience in the financial services industry. Laurie specializes in providing financial planning, portfolio management and tax services to individuals, families and institutions. Laurie is a Certified Financial Planner and holds the Series 7, 65 and 66 licenses. Laurie previously worked at Financial Network Investment Corporation, Morgan Stanley Smith Barney, and Barclays Capital Inc. Laurie is dedicated to providing her clients with the highest level of personalized service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Laurie Lynn Raps is a financial advisor at Fisher Investments. Laurie has been in the industry for over 17 years. Laurie has been registered with the state of Minnesota since April 2017 and with the state of Texas since September 2023. Laurie holds a Series 7, Series 63 and Series 66 license. Laurie is a registered representative for Fisher Investments.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sanford C. Bernstein & CO., LLC

location

Nashville, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Brown is a registered representative with Sanford C. Bernstein & CO., LLC, with over 20 years of experience in the financial services industry. Laurie has a deep understanding of the financial markets and a commitment to providing clients with personalized investment advice. Laurie holds Series 7, 9, 10, 24, 31, 63, and 65 licenses. Laurie is a highly experienced financial professional with a strong track record of success.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Skeen is a financial advisor with over 29 years of experience in the industry. Laurie currently works at Robert W. Baird & Co. Inc., in the Louisville, Kentucky office. Previously, Laurie worked at J.J.B. HILLIARD, W.L. LYONS, LLC and LPL FINANCIAL LLC, also in Louisville. Laurie is licensed to offer securities in Kentucky and Indiana. Laurie holds Series 7, 9, 10, 63, and 66 securities licenses. Laurie also holds a Notary Public designation. Laurie has experience working with individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Amory, MS

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Stevenson is an investment advisor representative associated with Robert W. Baird & Co. Inc. Laurie Stevenson is a licensed professional, having earned the Series 66, Series 10, Series 9, SIE and Series 7 securities licenses. Laurie Stevenson has been a financial professional for over 17 years and is currently registered in 29 states. Laurie Stevenson previously worked at J.J.B. HILLIARD, W.L. LYONS, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Chereese Fisher is a registered representative with Vanguard Advisers, Inc. Laurie has been in the securities industry since April 2008. Laurie holds the Series 6, 7 and 66 securities licenses. Laurie has experience working with clients in both Pennsylvania and Texas. Laurie is also a distributor for Young Living Essential Oils and a jeweler for Premier Designs, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Transwestern Investment Management, LLC

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Laurie Dotter is a registered Investment Advisor Representative with Transwestern Investment Management, LLC. Laurie is a Registered Investment Advisor representative in Texas. Laurie Dotter has been with Transwestern Investment Management, LLC since October 2010. Laurie's firm manages approximately $4,016,507,470 in assets. The firm's client types include Joint Ventures, Pooled Investment Vehicles and insurance companies. The firm provides portfolio management for businesses and portfolio management for pooled investment vehicles. The firm charges fees based on a percentage of assets, fixed fees and performance-based fees.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laurie E. Schmidt is a registered representative at Goldman Sachs & Co. LLC, a firm that specializes in financial planning, portfolio management, and investment advisory services for a wide range of clients. Laurie has been in the industry since January 2004, and has extensive experience in the securities market.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

BOK Financial Securities, Inc.

location

Little Rock, AR

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Laurie Burgess is a financial professional with over 10 years of experience in the securities industry. She holds the Series 7, Series 63, and SIE licenses. Laurie is registered with BOK Financial Securities, Inc. and specializes in providing financial advice to a range of clients, including individuals, corporations, and charitable organizations. Laurie's primary focus is on portfolio management and financial planning services. She is committed to providing her clients with personalized financial guidance and solutions that meet their unique needs.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles

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