Hi, I'm Laura Whitlock

I'm a professional Stock Broker, Financial Advisor & Investment Advisory.

About Me

About

Hello, my name is Laura Whitlock, I'm a professional Stock Broker, Financial Advisor & Investment Advisory currently employed and registered with CITIGROUP GLOBAL MARKETS INC. located at CITI PERSONAL WEALTH MANAGEMENT 100 CITIBANK DRIVE, BUILDING 2, FLOOR 2 SAN ANTONIO, TX 78245 My code number is: #CRD: 2294792..

Personal Details

Below are few personal details you would need to know about me for easy. And feel free to share this to your friends and families.

  • Birthday: March 15th 1964
  • Website: laurawhitlock.online
  • City: Texas, USA
  • Age: 58
  • Degree: Masters
  • Official Email: info@laurawhitlock.online
  • Office Address: 100 CITIBANK DRIVE, BUILDING 2, FLOOR 2 SAN ANTONIO, TX 78245

My working days are from Mondays - Saturdays.

Skills

Over the years I have acquired a lot of skills which makes me a professional in my work as a financial advisor and other financial managements.

FINANCIAL MANAGEMENT 98%
DATA ANALYTICS 90%
STATISTICS 75%
ACCOUNTING AND DATA MANAGEMENT 83%
PLANNING/BUDGETING 89%
TRADING STRATEGY 68%

Facts

Most of the things I pride myself of are the various clients that I have helped over the year, projects I have done, hours of support rendered to people and other co-workers like me that I have helped.

Clients

Projects

Hours Of Support

Hard Workers

Services

Below are the following services I render working as a Stock Broker, Financial Advisor & Investment Advisory.

STOCK BROKERAGE

Buying of stocks from various trusted vendors carefully and strategically while selling them at a profitable margins.

FINANCIAL CONSULTATION

I offer proper breakdown of evaluation of financial management schemes with deep insight on investment for effective handling of financial assets with consistent gain and minimum loss.

DATA ANALYTICS

I give proper insight on how to analyse and study financial data and make reasonable financial decision that will help grow your finance.

DIGITAL ASSETS TRADING

Trading digital assets is risky if you do not have the right coach you might likely acquire loss that gain. I will provide you with the most reliable digital currencies you can trade with at cheaper and affordable rates.

FREE LEARNING VIDEOS

After a few consultation with my client, I provide them with free learning videos about stocks, trading and other digital assets up to date news to help them have knowledge on what is going on.

HOME BOOKINGS

If you want a premium assistant at your door steps, try reaching out to us and fill the necessary payment details for this service.

Testimonials

Look at what a few of my clients, co-worker and others say about me after years of working with them.

Saul Goodman

Ceo & Founder

Laura Whitlock is a very hardworking woman and takes her work very seriously. She has been working with us for the past 5years and you trust her.

Sara Wilsson

Client

Miss Davies is very true to her promise and delivers in what she says she would. She has helped me improved my financial life over the years.

Jena Karlis

Store Owner

I consulted Miss Victoria when I started having financial draw backs, and she helped me gain back my feet. I now have capital to fund by store and make gains.

Matt Brandon

Co-worker

I started working with Laura Whitlock around last year and she taught me the in and out of everything I needed to know about financial management, stock exchange and brokerage. She is a very good woman.

John Larson

Entrepreneur

Miss Victoria data analysing contribution helped saved my business from total fold up. I so grateful she came on board when we needed her.

Resume

Below are my educational qualifications and previous work experiences with a few details.

Sumary

Laura Whitlock

Professional Stock Broker, Financial Advisor & Investment Advisory that is goal getter and ability, capacity to improve financial lives of any individual.

  • 5th Avenue, St Micheal's St, Lambert CSMF Office N0:23 FLM
  • info@laurawhitlock.online

Exam Passed

State Securities Law Exam

Nov 17, 2016

Series 65 - Uniform Investment Adviser Law Examination

Apr 20, 2016

Series 63 - Uniform Securities Agent State Law Examination

General Industry/Products Exam

Jun 28, 2018

SIE - Securities Industry Essentials Examination

Apr 6, 2016

Series 7 - General Securities Representative Examination

Nov 5, 1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Sep 22, 2022

Series 10 - General Securities Sales Supervisor - General Module Examination

Aug 22, 2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

Registration and Employment History

Registration History

01/2018 - 06/2018

USAA INVESTMENT MANAGEMENT COMPANY [CRD# - 5475]

01/2018 - 06/2018

USAA INVESTMENT MANAGEMENT COMPANY [CRD# - 129035]

04/2016 - 06/2018

USAA FINANCIAL ADVISORS INC.

11/2016 - 01/2018

USAA FINANACIAL PLANNING SERVICES [CRD# - 106352]

11/1987 - 01/1993

USAA INVESTMENT MANAGEMENT COMPANY [CRD# - 5475]

Employment History

09/2018 - PRESENT

CITI GROUP

  • [ Financial Advisor ]

    • 08/2018 - 09/2019

    The Hartford

  • [ Insurance Sales ]

    • 05/2018 - 08/2018

    Home Maker

  • [ Home Maker ]

    • 01/2018 - 05/2018

    USAA Investment Company

  • [ Mass Transfer ]

    • 02/2016 - 05/2018

    USAA Financial Advisors Inc.

  • [ Registered Rep ]

    • 02/2014 - 05/2018

    USAA Financial Planning Services

  • [ Financial Advisor II ]

    • 03/2011 - 02/2014

    Allstate Insurance

  • [ Insurance Sales ]

    • Contact

    Get in touch with me by simply filling out the form below. I will be more than happy to hear from you.

    Location:

    100 CITIBANK DRIVE, BUILDING 2, FLOOR 2 SAN ANTONIO, TX 78245

    Call:

    +1 206 779 9901