Unclaimed
Laura Sekulski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Laura has been in the financial services industry since 2015 and has experience working with individuals, corporations, and pension plans. She is registered in 55 states, including Texas and New Jersey. Laura specializes in portfolio management, financial planning, and investment research and is committed to providing personalized financial advice that meets each client's unique needs. Laura's previous experience includes working with Santander Securities LLC and has held licenses with various firms throughout her career.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
11/07/2018 - 10/04/2022
SANTANDER SECURITIES LLC (West Windsor NJ)
NJ
11/05/2015 - 04/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
IA
Issued 09/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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