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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 Borski is a financial advisor with over 20 years of experience in the industry. Laura is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Laura has previously been registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Laura is licensed to conduct business in 53 states and the District of Columbia and has a variety of licenses and certifications. Laura specializes in a variety of financial services, including portfolio management for individuals, businesses, and investment companies. Laura's expertise and experience make her a valuable resource for clients seeking financial advice and guidance.
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
WI
06/01/2009 - Present
Morgan Stanley (MINOCQUA WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINOCQUA WI)
WI
10/07/1999 - 04/02/2007
MORGAN STANLEY DW INC. (MINOCQUA WI)
IA
Issued 04/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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