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Laura Jane Morrison

THE Leaders Group, Inc.

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About Laura Jane Morrison

Laura Morrison is a financial advisor with The Leaders Group, Inc. Laura has been in the financial services industry for over 18 years. Laura is registered in Florida. Laura holds the Series 7 and Series 63 licenses as well as the SIE exam. Laura previously held positions with Equity Services, Inc., Transamerica Financial Advisors, Inc, Transamerica Capital, Inc., MML Distributors, LLC, Phoenix Equity Planning Corporation, and Lincoln Financial Distributors, Inc.

Firm Information

Laura Morrison is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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.

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Laura Morrison’s Registration & Firm History

CO

01/14/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

VT

07/29/2016 - 02/23/2017

EQUITY SERVICES, INC. (MONTPELIER VT)

FL

09/04/2009 - 08/10/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

CA

01/18/2007 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

CO

09/28/2005 - 12/31/2006

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MA

02/27/2004 - 09/11/2005

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

CT

07/24/2003 - 03/02/2004

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

PA

11/21/2002 - 07/08/2003

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 12/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Jane Morrison.
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