Unclaimed
Lauris Norton is a financial advisor with over 10 years of experience in the industry. Lauris has been registered with Morgan Stanley since June 2009, and previously worked at Morgan Stanley & Co. Incorporated from February 2008 to June 2009. Lauris is licensed to provide financial advice in 53 states and holds Series 66, 7, 31 and SIE licenses. Lauris specializes in a variety of financial services, including portfolio management for individuals, businesses, and investment companies. Lauris is a registered representative 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
VA
06/01/2009 - Present
Morgan Stanley (Alexandria VA)
VA
02/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALEXANDRIA VA)
BOTH
Issued 07/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lauris Norton is the right advisor for you? Invested Better is here to help.