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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 Victoria Dadian is a financial advisor registered with Morgan Stanley. Laurie has been in the industry since 1992 and has held prior registrations with both MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Laurie is registered as an Investment Advisor Representative (IAR) with the state of Texas and a Registered Representative (RR) in the states of Illinois and Wisconsin. Laurie is a Series 7, 9, 10, 31, 63, and 65 licensed individual and is affiliated with the Milwaukee, WI and Mequon, WI offices of Morgan Stanley.
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
WI
06/01/2009 - Present
Morgan Stanley (Milwaukee WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
07/16/1992 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1992
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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