Laura Sithens has a strong background in client relationship management within the financial industry. Laura began their career as a Licensed Financial Services Representative at E*TRADE Financial Corporation from 1999 to 2002. From 2003 to 2013, Laura worked as a Senior Client Relationship Manager at PFM Capital Holdings, LLC, where they were responsible for managing client relationships and implementing efficiency measures within the practice. Laura then joined Atlanta Capital Group in 2013 as a Client Relationship Manager, where they managed existing client relationships, coordinated portfolio reviews, and collaborated with experts in monitoring model allocations. Since 2015, Laura has been working as a Client Relationship Manager at Merit Financial Advisors, where they continue to manage existing client relationships and implements financial plans.
Laura Sithens earned a Bachelor's Degree in Bachelor of Business Administration from Piedmont University, where they attended from 1994 to 1998. In addition, they obtained the Series 63 certification from FINRA in December 2019. Laura also has additional certifications, including the Series 6, Series 65, and an expired Series 7 certification, but specific information regarding the institutions and attainment dates for these certifications are not provided.
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