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LH

Laurie A. Hesslein

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CRD#: 1158755
LH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laurie Ann Hesslein, who also goes by Laurie Ann Karasic, was a registered financial professional .

Laurie is a previously registered financial professional and started their career in finance in 1983. Laurie had worked at 5 firms and has passed the SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laurie Ann Karasic

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 1, 2005 - June 2, 2006

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

May 8, 1995 - May 12, 2017

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 11, 1991 - April 6, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 8, 1991 - December 2, 1991

REICH & CO., INC.

BD
CRD#: 19611
Past

May 27, 1986 - May 1, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

July 20, 1983 - May 1, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 5/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


LM
LEGG MASON WOOD WALKER, INCORPORATED
LEGG MASON WOOD WALKER INC | LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555 / SEC#: , 8-15939

BD
Terminated by SEC on 06/02/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 06/15/1970
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CITIGROUP GLOBAL MARKETS HOLDINGS INC.OWNER
HESSLEIN, LAURIE ANNDIRECTOR1158755
MORRIS, JOHN CHURCHILLCHIEF OPERATION OFFICER734315
MORRIS, JOHN CHURCHILLDIRECTOR734315
PEARL, JONATHAN MARKSENIOR REGISTERED OPTION PRINCIPAL839718
PROCOPIO, ROCCO JRCOMPLIANCE REGISTERED OPTION PRINCIPAL2663616
SABELHAUS, ROBERT GREGORYCHIEF EXECUTIVE OFFICER & PRESIDENT408581
VERRON, CLIFFCHIEF FINANCIAL OFFICER/TREASURER4332129
WEAVER, BARBARA LITTLECHIEF COMPLIANCE OFFICER845541

Disclosures


Regulatory Event26
Arbitration45

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

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