Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Momber is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in New York, NY. Laura has been in the financial services industry since 2007. Laura has passed the Series 6, Series 63, Series 65, and SIE exams. Laura has specialized in investments, financial planning, and retirement planning. Laura's experience includes working with individuals, corporations, and institutions. Prior to joining Merrill Lynch, Laura worked with Fifth Third Securities, Inc. Laura's experience includes working with clients of all levels of wealth and financial experience.
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
11/23/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MI
01/17/2019 - 07/13/2021
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
10/03/2014 - 06/30/2017
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
08/17/2011 - 01/10/2013
FIFTH THIRD SECURITIES, INC. (COMSTOCK PARK MI)
MI
06/15/2009 - 04/12/2010
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
MI
07/12/2007 - 09/04/2008
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
IA
Issued 04/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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