Laura Mattia

Current Employers

Employment History

• 02/2016 → 12/2016
  A New Approach Financial Planning
  Sarasota, FL
• 12/2016 → 11/2017
  Cumberland Advisors
  Sarasota, FL
• 04/2018 → 06/2020
  Stonegate Wealth Management, Llc
  Oakland, NJ
• 11/2016 → 04/2018
  University Of South Florida
  Tampa, FL
• 07/2020 → 06/2024
  Atlas Fiduciary Financial, Llc
  Sarasota, FL
• 06/2024 → Present
  Wealth Enhancement Group
  Sarasota, FL
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Sarasota, FL

Previous Registrations

• 2020-07-28 → 2024-06-18
  Atlas Fiduciary Financial, Llc
  Sarasota, FL
  Sarasota, FL
• 2018-08-14 → 2020-08-17
  Stonegate Wealth Management, Llc
  Sarasota, FL
• 2016-12-19 → 2017-11-02
  Cumberland Advisors
  Sarasota, FL
• 2016-02-09 → 2016-12-10
  A New Approach Financial Planning
  Sarasota, FL
  Lakewood Ranch, FL
• 2008-04-11 → 2015-12-22
  Baron Financial Group Llc
  Fair Lawn, NJ
  Sarasota, FL
• 2004-09-24 → 2005-03-14
  Osaic Fa, Inc.
  Rochelle Park, NJ
• 2002-08-26 → 2002-10-01
  Equitable Advisors, Llc
  Morristown, NJ

Other Businesses

- RENTAL PROPERTY - SARASOTA, FL. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. - WOMENS MONEY EMPOWERMENT - SARASOTA, FL - PARTICIPATE IN WORKSHOPS AND WEBINARS. 3 HOURS PER MONTH, 3 HOURS DURING TRADING HOURS. - MONEY MATRIARCHS - SARASOTA, FL - PODCAST TO SHOWCASE WOMEN TO HARNESS THE POWER OF MONEY. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. -

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-21
• S66 Uniform Combined State Law Examination
  2002-08-07

Designations

Other Names

• Laura Hillary Stepien
• Laura Hillary Cook
• Laura Mattia
• Laura Hillary Mattia