Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Wassell is a financial advisor with over 20 years of experience in the financial services industry. Laura is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. She is also registered with the state of Pennsylvania as an investment advisor representative. Laura specializes in providing financial planning and investment management services to individuals, families, businesses and retirement plans. Laura is committed to helping her 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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/05/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
04/07/2011 - 05/06/2021
MORGAN STANLEY (BRYN MAWR PA)
PA
05/07/2004 - 04/25/2011
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
07/30/2001 - 05/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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