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LJ

Laura A. Jewell

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CRD#: 2449117
LJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Anne Jewell, who also goes by Laura Meeker Fouts, Laura A Hassan, Laura A Meeker, Laura Meekerfouks, Laura Anne Phipps, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 1994. Laura had worked at 6 firms and has passed the Series 65, Series 66, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laura Meeker Fouts | Laura A Hassan | Laura A Meeker | Laura Meekerfouks | Laura Anne Phipps

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 18, 2010 - February 28, 2012

PENSIONTREND INVESTMENT ADVISERS, LLC

RIA
CRD#: 116900
OKEMOS, MI
Past

November 3, 2008 - July 2, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
TROY, MI
Past

April 28, 2004 - July 25, 2008

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
LIVONIA, MI
Past

February 12, 2003 - April 9, 2004

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

April 18, 2000 - January 17, 2003

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

February 13, 1995 - August 21, 1996

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

February 27, 1994 - February 28, 1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/4/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PI
PENSIONTREND INVESTMENT ADVISERS, LLC
PENSIONTREND INVESTMENT ADVISERS, LLC

CRD#: 116900 / SEC#: 801-60702

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Contact information


Main Address
2149 Jolly Rd Suite 200, Okemos, MI 48864
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


PENSIONTREND INVESTMENT ADVISERS, LLC

CRD#: 116900

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