Unclaimed
Laurore Duclair is a financial advisor with Fidelity Personal And Workplace Advisors. Laurore has over 5 years of experience in the financial services industry. Laurore has a Series 7, Series 63 and Series 65 license, as well as the Securities Industry Essentials (SIE) exam. Laurore has been registered with the Securities and Exchange Commission (SEC) since 2018. Prior to joining Fidelity, Laurore worked at RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Equitable Advisors, LLC. Laurore specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/04/2023 - Present
Fidelity Personal AND Workplace Advisors (JERSEY CITY NJ)
NJ
04/21/2022 - 04/06/2023
WELLS FARGO CLEARING SERVICES, LLC (LIVINGSTON NJ)
NY
09/10/2021 - 03/07/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
01/25/2021 - 09/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
10/05/2018 - 01/05/2021
RBC CAPITAL MARKETS, LLC (LANCASTER PA)
IA
Issued 07/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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