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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Golden-jeffrey is a financial advisor who has been in the industry since 1985. Currently, Laurie Golden-jeffrey is registered with Morgan Stanley, where Laurie Golden-jeffrey has worked since 2009. Before working at Morgan Stanley, Laurie Golden-jeffrey worked at CITIGROUP GLOBAL MARKETS INC. Laurie Golden-jeffrey has passed the Series 7, Series 5, Series 63 and Series 65 exams and has experience working with high-net-worth individuals, corporations, charitable organizations, insurance companies, and investment companies. Laurie Golden-jeffrey offers investment advice, portfolio management, financial planning, and other 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
04/02/2020 - Present
Morgan Stanley (Greenwich CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
NY
01/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/16/1989 - 01/03/1991
ALEX. BROWN & SONS INCORPORATED
NA
03/08/1988 - 04/20/1989
BEAR, STEARNS & CO. INC.
NA
01/23/1985 - 03/11/1988
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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