Unclaimed
Laura Harrison Ward is a financial advisor with over 30 years of experience in the industry. Laura is currently registered with William Blair and has previously been associated with several other firms including First Republic Securities Company, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Laura has a wide range of experience in the financial services industry, including equity research services, financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Laura is also a registered representative in a number of states.
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.
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.
Equity research services
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.
1
2
IL
05/08/2024 - Present
William Blair (CHICAGO IL)
CA
03/24/2005 - 05/24/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
NY
07/31/1993 - 04/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/24/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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