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LW

Laura J. Widulski

Some features on this profile are disabled
CRD#: 2524702
LW

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.

Laura Jean Widulski, who also goes by Laura Jean Widulski, was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 1997. Laura had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Laura Jean Widulski

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

April 26, 2023 - September 14, 2023

MCG SECURITIES LLC

BD
CRD#: 163144
WAYNE, PA
Past

January 21, 2020 - March 18, 2022

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

November 18, 2019 - January 23, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Carlsbad, CA
Past

November 18, 2019 - January 23, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Carlsbad, CA
Past

March 29, 2018 - September 12, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Carlsbad, CA
Past

March 21, 2018 - September 12, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Carlsbad, CA
Past

March 31, 2015 - September 14, 2016

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

May 1, 2009 - March 31, 2015

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

June 17, 2004 - February 11, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA
CRD#: 145
SOLANA BEACH, CA
Past

June 16, 2004 - February 11, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 24, 1999 - December 15, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

February 28, 1997 - May 26, 1998

UST FINANCIAL SERVICES CORP.

BD
CRD#: 36881
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

State Security Law Exam
IAR
Series 65
Date: 5/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/14/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/27/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MS
MCG SECURITIES LLC
MCG SECURITIES LLC | MERION CAPITAL GROUP

CRD#: 163144 / SEC#: , 8-69068

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
37 West Ave Suite 302, Wayne, PA 19087
Mailing Address
37 West Ave Suite 302, Wayne, PA 19087
Phone number
(610) 337-6500
Established
Pennsylvania since 03/12/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCG SECURITIES HOLDINGS, LLCOWNER
BODKIN, GREGORY PATRICKCCO3008389
ZELIN, LAWRENCE ARNOLDCEO1655034

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

MCG SECURITIES LLC

CRD#: 163144

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