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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 Webster Thomas is a financial advisor with over 27 years of experience in the industry. Laura is currently registered with Morgan Stanley and has previously worked at firms such as CITIGROUP GLOBAL MARKETS INC., FORESIDE FUND SERVICES, LLC, and MORGAN STANLEY DISTRIBUTION, INC. Laura holds Series 6, 7, 63, 65, 79TO, and SIE licenses and is registered in Delaware, New York, and Pennsylvania. Laura is a specialist in providing investment advice to high-net-worth individuals, corporations, and other businesses. Laura provides a variety of services, including financial planning, asset allocation advice, pension consulting, educational seminars, and selection of other advisors.
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
PA
06/18/2024 - Present
Morgan Stanley (Bryn Mawr PA)
DE
06/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
ME
10/07/2004 - 10/24/2005
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
02/01/1993 - 09/10/2002
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
IA
Issued 02/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law 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 01/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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