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LS

Laurie E. Stearn

PERKINS FUND MARKETING, L.L.C.
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 2009773
LS

Professional summary


Laurie Ellen Stearn is a registered financial professional currently at PERKINS FUND MARKETING, L.L.C. located in Jupiter, Florida.

Laurie is registered as a RR (Registered Representative) and started their career in finance in 1995. Laurie has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Laurie Ellen Stearn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 21, 2019 - Present

PERKINS FUND MARKETING, L.L.C.

Office #1: 1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
BD
CRD#: 45642
Jupiter, FL
Past

September 10, 2007 - March 26, 2012

PERKINS FUND MARKETING, L.L.C.

BD
CRD#: 45642
SOUTHPORT, CT
Past

July 23, 2002 - April 20, 2007

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 9, 2000 - May 16, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 19, 1999 - February 25, 2000

SWM SECURITIES, INC.

BD
CRD#: 38637
NEW YORK, NY
Past

October 19, 1995 - April 28, 1999

BOSTON PARTNERS SECURITIES, L.L.C.

BD
CRD#: 2998
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(4/28/2021)
RR
California
(1/3/2020)
RR
Colorado
(1/5/2024)
RR
Connecticut
(12/3/2019)
RR
District of Columbia
(1/8/2020)
RR
Florida
(1/3/2020)
RR
Georgia
(4/3/2023)
RR
Hawaii
(1/23/2020)
RR
Illinois
(2/18/2020)
RR
Louisiana
(8/19/2020)
RR
Maine
(1/24/2023)
RR
Massachusetts
(1/2/2020)
RR
Missouri
(1/2/2020)
RR
New Jersey
(1/27/2020)
RR
New York
(1/8/2020)
RR
Ohio
(1/2/2020)
RR
Oklahoma
(1/8/2024)
RR
Tennessee
(1/24/2023)
RR
Texas
(1/3/2020)
RR
Virginia
(1/3/2020)
RR
Wyoming
(8/19/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 12/16/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/16/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PERKINS FUND MARKETING, L.L.C.
PERKINS FUND MARKETING, L.L.C. | SASCO HILL SECURITIES, LLC

CRD#: 45642 / SEC#: , 8-51126

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Mailing Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Phone number
(954) 953-6350
Established
Delaware since 05/05/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PERKINS, GILMAN CRAIGPRESIDENT, PFO, POO,2710210
ARMSTRONG, HOWARD DEANECCO865141

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PERKINS FUND MARKETING, L.L.C.

CRD#: 45642Jupiter, FL 33477

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