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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Jane Morgan is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Laurel has been in the industry since 2011 and holds Series 63, 66, 7 and 9 licenses as well as the SIE exam. She has been registered as an investment advisor representative in Texas and Utah since 2018. Laurel also has a state exam category of Series 66 and Series 63. In addition to her work as an investment advisor, Laurel is also a partner in a personal real estate investment vehicle called H S Family Investments. Laurel is a specialist in financial planning, portfolio management, and selection of other advisors, and is registered with Fidelity Personal and Workplace Advisors in Salt Lake City, UT.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
11/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 10/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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