Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Ann Simon is a registered investment advisor representative for Capital Trust and Associates LLC. Laura has been in the financial industry since 1987 and has experience in various aspects of financial services, including investment advisory, insurance, and financial planning. Laura is a registered investment advisor in Connecticut. She also holds licenses as an independent insurance agent and a long-term care insurance specialist. She is committed to providing her clients with comprehensive and personalized financial advice, tailored to their individual needs and 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.
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.
A percentage of the total value of assets under management is charged.
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CT
08/07/2013 - Present
Capital Trust AND Associates LLC (WOODBRIDGE CT)
MA
02/12/1990 - 08/03/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
11/20/1987 - 01/23/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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