Best Investors Account Sign in

Laura Berglund

Morgan Stanley

Oak Brook, IL

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-26
IL RA APPROVED 2019-12-06
  • TX RA
    APPROVED
    Since 2020-03-26
  • IL RA
    APPROVED
    Since 2019-12-06

Branch Locations

2211 York Road Suite 100, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities, Llc Chicago IL 02/2018 11/2019
Jp Morgan Chase Bank, N.a. Chicago IL 02/2018 11/2019
Pro Performance, Llc New Lenox IL 07/2012 Present
Morgan Stanley Oak Brook IL 12/2019 Present
  • 02/2018 → 11/2019
    Jp Morgan Securities, Llc
    Chicago, IL
  • 02/2018 → 11/2019
    Jp Morgan Chase Bank, N.a.
    Chicago, IL
  • 07/2012 → Present
    Pro Performance, Llc
    New Lenox, IL
  • 12/2019 → Present
    Morgan Stanley
    Oak Brook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-04
S63 Uniform Securities Agent State Law Examination 1991-12-02
  • S66 Uniform Combined State Law Examination
    2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    1991-12-02
Other Names
  • Laura Berglund
  • Laura Mcgreal
  • Laura Lynn Berglund
  • Laura Berglund Mcgreal

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor