Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauri? Claim Your ProfileLauri Graziano is a financial advisor with Morgan Stanley. Lauri has been in the industry since 2011 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Lauri is a dedicated financial professional who provides comprehensive financial planning and investment management services to her clients. She has a proven track record of success and a deep understanding of the financial markets. Lauri specializes in a wide range of financial services, including investment management, retirement planning, and estate planning. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Lauri is committed to providing her clients with the highest level of service and expertise. Lauri is also a registered representative of Morgan Stanley. Lauri has been with Morgan Stanley since 2016.
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
04/23/2020 - Present
Morgan Stanley (Berwyn PA)
FL
07/24/2013 - 06/29/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
PA
02/08/2013 - 04/17/2013
WELLS FARGO ADVISORS, LLC (DEVON PA)
PA
07/05/2010 - 11/13/2012
NYLIFE SECURITIES LLC (PHILADELPHIA PA)
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2010
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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