Unclaimed
Leah Laurent is a financial advisor with Edward Jones and has been in the financial services industry for over 16 years. Leah Laurent has Series 7 and Series 66 licenses and the SIE designation. Leah Laurent provides financial planning, portfolio management for businesses and individuals, selection of other advisors and pension consulting. Leah Laurent has been registered with the state of Pennsylvania since 2019 and has experience working with JPMorgan Institutional Investments Inc, and JPMorgan Distribution Services, Inc..
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.
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.
See schedule d - miscellaneous
1
2
PA
04/08/2021 - Present
Edward Jones (PITTSBURGH PA)
PA
01/03/2011 - 09/18/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (Monroeville PA)
OH
09/28/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
PA
10/23/2009 - 09/07/2010
MML INVESTORS SERVICES, INC. (PITTSBURGH PA)
PA
03/01/2006 - 09/11/2009
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2006
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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