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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laine? Claim Your ProfileLaine Marie Wilson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 19 years of experience in the financial industry. Laine holds licenses in Florida, Georgia and Texas. Laine has a strong background in investment management, with expertise in various areas such as securities, options, and general securities. Laine has extensive experience working with high net worth individuals, insurance companies, corporations and businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Laine's previous roles include working at Lincoln Investment and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/22/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
PA
05/30/2008 - 03/27/2009
LINCOLN INVESTMENT (FORT WASHINGTON PA)
NY
01/28/2004 - 06/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2013
Series 14 - Compliance Officer Examination
BC
Issued 12/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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