Laura Fasan (CRD# 2894206) is an Investment Advisor Representative working at Providence Wealth Advisors, LLC in Frankfort, IL and has over 26 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Providence Wealth Advisors, LLC | Frankfort, IL | Aug 2017 - Current | 6 |
Lpl Financial LLC | Oak Lawn, IL | Feb 2017 - Sep 2017 | < 1 |
First Midwest Bank | Oak Lawn, IL | Feb 2017 - Sep 2017 | < 1 |
Infinex Investments, Inc. | Meriden, CT | May 2009 - Feb 2017 | 7 |
Standard Bank & Trust (accquired By First Midwest Bank) | Hickory Hils, IL | Jun 2007 - Feb 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management572MILLIONS
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Total Number of Accounts1,253ACCOUNTS
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Average Account Value$456,161
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, MI, TX
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