Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laszlo? Claim Your ProfileLaszlo Vasady-kovacs is a financial advisor with over 20 years of experience in the industry. Laszlo is currently registered with Morgan Stanley, a large and well-known financial institution. Previously, Laszlo was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. He holds the Series 63, Series 65, Series 7 and SIE securities licenses. Laszlo is dedicated to providing sound financial advice and investment management services to individuals, families, and businesses. He has expertise in asset allocation advice, financial planning, pension consulting and educational seminars.
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
NY
04/12/2023 - Present
Morgan Stanley (New York NY)
NY
10/14/2022 - 05/15/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)
NY
06/02/2017 - 10/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2007 - 06/23/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NJ
03/09/2002 - 08/03/2007
RBC DAIN RAUSCHER INC. (FLORHAM PARK NJ)
MA
04/06/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 05/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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