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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Bones is a financial advisor with over 2 years of experience in the industry. Laura is currently registered with Morgan Stanley in Tempe, Arizona and is licensed to offer financial advice in multiple states. Previously, Laura worked as a financial advisor at Robinhood Financial, LLC and Vanguard Marketing Corporation. Laura holds the Series 7, 63, 66, and 24 licenses. Laura specializes in providing financial advice to individuals, businesses, and institutions. Laura has a broad range of experience and a commitment to helping 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.
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
AZ
12/23/2022 - Present
Morgan Stanley (Tempe AZ)
AZ
01/05/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
10/25/2019 - 12/15/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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