Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Lawrence is a financial advisor who has been in the industry since 2010. Gerard is currently registered with U.s. Bancorp Investments, Inc. and is located in Torrance, California. Gerard has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and FTI Capital Advisors, LLC. Gerard specializes in investment banking, financial planning, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
03/01/2021 - Present
U.s. Bancorp Investments, Inc. (Torrance CA)
CA
11/26/2012 - 03/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
DC
08/27/2008 - 03/24/2011
FTI CAPITAL ADVISORS, LLC (WASHINGTON DC)
NY
01/18/2008 - 04/01/2008
SPECTRUM TRADING, LLC (NEW YORK NY)
NY
08/08/2006 - 10/26/2006
SANDERS MORRIS HARRIS INC. (NEW YORK NY)
OH
01/18/2005 - 05/03/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
10/08/2001 - 02/07/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
10/18/2000 - 07/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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