Laura AbelsCRD Number: 5490658
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Laura Abels (CRD# 5490658) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Kisco, NY and has over 10 years of experience in the finance industry.
H. Beck, Inc.
Karagosian Financial Services, Inc.
Abbondandolo Wealth Management Corp
|Morgan Stanley Smith Barney||Mount Kisco, NY||Sep 2011 - Current||8|
|Jpmorgan Chase Bank, N.a.||White Plains, NY||Oct 2010 - Sep 2011||< 1|
|J.p Morgan Securities Inc.||White Plains, NY||Aug 2010 - Sep 2011||1|
|Morgan Stanley Smith Barney||Purchase, NY||Jun 2009 - Aug 2010||1|
|Citigroup Global Markets Inc.||Mount Kisco, NY||Jun 2008 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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