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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurance? Claim Your ProfileLaurance Clark is a financial advisor with over 30 years of experience. Laurance is registered with Morgan Stanley and has been with the firm since 2009. Laurance has a broad range of experience in the financial services industry, including time at Citigroup Global Markets Inc. and UBS Financial Services Inc. Laurance is licensed in multiple states and holds the Series 3, 7, 63, 65, and SIE licenses. Laurance specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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
MA
05/12/2020 - Present
Morgan Stanley (Boston MA)
MA
10/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
01/28/1995 - 10/14/2008
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
07/08/1986 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 02/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
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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