Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Diamond is a financial advisor at Morgan Stanley. Laurence has been in the financial services industry since April 25, 1994. Laurence is registered with the state of Connecticut and Texas. Laurence is a Certified Financial Planner. Laurence has experience with a variety of clients including individuals, corporations, and institutions. Laurence also has experience with a variety of investment products and services.
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
CT
02/07/2014 - Present
Morgan Stanley (Hartford CT)
CT
12/10/2007 - 06/10/2010
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
NA
01/05/1987 - 07/25/1989
NEW ENGLAND DISCOUNT BROKERAGE, INC.
NA
10/02/1984 - 06/17/1986
IDS MARKETING CORPORATION
BOTH
Issued 12/22/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1984
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
Not sure Laurence Diamond is the right advisor for you? Invested Better is here to help.
