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Laura Widulski

CRD# 2524702·Registered 1997 - 2023
Previously Registered: Being a previously registered professional could mean that Laura 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.

Professional Summary

Laura Widulski, who also goes by Laura Jean Widulski, was a registered financial advisor. Laura was a previously registered financial professional and started their career in finance 1997 - 2023. Laura had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Laura Jean Widulski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

MCG SECURITIES LLC·CRD# 163144
BD
Wayne, PA
April 26, 2023 - September 14, 2023
COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
Jersey City, NJ
January 21, 2020 - March 18, 2022
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Carlsbad, CA
November 18, 2019 - January 23, 2020
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Carlsbad, CA
November 18, 2019 - January 23, 2020
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Carlsbad, CA
March 29, 2018 - September 12, 2018
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Carlsbad, CA
March 21, 2018 - September 12, 2018
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
March 31, 2015 - September 14, 2016
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
May 1, 2009 - March 31, 2015
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
RIA
Solana Beach, CA
June 17, 2004 - February 11, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
June 16, 2004 - February 11, 2009
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
March 24, 1999 - December 15, 2003
UST FINANCIAL SERVICES CORP.·CRD# 36881
BD
New York, NY
February 28, 1997 - May 26, 1998

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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)

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

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

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

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1997About the Series 6 exam

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CRS (Client Relationship Summary)

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

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