Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Morris is a registered representative with Morgan Stanley in Purchase, NY. Laura is a veteran of the financial industry with over 30 years of experience. She has a deep understanding of the markets and a commitment to helping her clients achieve their financial goals. Laura is licensed to provide investment advice and sell securities in New York and holds a Series 7, Series 24, Series 63 and Series 65 licenses.
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
NY
06/16/2021 - Present
Morgan Stanley (PURCHASE NY)
NY
12/17/2007 - 09/17/2012
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
03/06/2003 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/1990 - 01/22/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/17/1987 - 03/17/1990
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
05/21/1986 - 11/14/1987
SALOMON BROTHERS INC.
IA
Issued 12/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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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