Unclaimed
Elise Marie Laskas is a financial advisor with over 15 years of experience in the financial services industry. Elise has been with Morgan Stanley since 2009 and has held various positions within the firm, including Financial Advisor, Investment Advisor Representative, and Private Banker. Elise holds a Series 6, 7, 31, 63 and 65 licenses and has a strong track record of success in providing financial advice to individuals, families, and businesses. Elise is also a partner in Big Barn Records, a media production company. Elise's focus is on providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DE
11/18/2009 - Present
Morgan Stanley (Greenville DE)
DE
01/29/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WILMINGTON DE)
PA
10/21/2004 - 12/02/2008
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 02/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elise Laskas is the right advisor for you? Invested Better is here to help.