Invested Better
Unclaimed

Unclaimed

Unclaimed

Laura E Wilson

W & S Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Laura? Claim Your Profile

About Laura E Wilson

Laura Wilson is a registered representative at W&S Brokerage Services, Inc. in Cranberry Township, Pennsylvania. Laura has been in the financial industry since 2019 and holds Series 6, 63, and SIE licenses. Laura specializes in investment company products and variable contracts, as well as providing financial planning and portfolio management services to individuals.

Firm Information

Laura Wilson is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Laura Wilson’s Registration & Firm History

PA

03/14/2022 - Present

W&S Brokerage Services, Inc. (CRANBERRY TWP PA)

PA

08/30/2019 - 03/04/2022

NYLIFE SECURITIES LLC (PITTSBURGH PA)

Not sure if Laura E Wilson is right for you?

Licenses & Designations

BC

Issued 02/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Laura E Wilson. Review regulatory record here.
Not sure if Laura E Wilson is right for you?