Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Leone is a financial advisor who has been working in the industry since June 1, 2018. Laura is currently registered with Morgan Stanley and is licensed to provide investment advice in Rhode Island and Texas. Laura has a wide range of experience in the financial industry, having previously worked at Raymond James & Associates, Inc. and Weston Securities Corporation. Laura is a Series 7 and Series 66 licensed representative. Laura has a history of providing investment advice to a wide variety of clients, including high-net-worth individuals, corporations, and institutions.
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
RI
02/15/2022 - Present
Morgan Stanley (Providence RI)
RI
09/01/2021 - 02/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (Providence RI)
RI
07/29/2019 - 08/24/2021
MORGAN STANLEY (Providence RI)
MA
04/23/2018 - 06/25/2019
WESTON SECURITIES CORPORATION (WELLESLEY MA)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Laura Leone is the right advisor for you? Invested Better is here to help.
