Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Lawrence is a financial advisor with over 23 years of experience in the industry. He is currently registered with Morgan Stanley and holds Series 3, 7, 63, and 65 licenses. Henry has previously worked for J.P. Morgan Securities LLC, Barclays Capital Inc., and Lehman Brothers Inc. Henry has a broad range of experience serving clients, including individuals, corporations, investment companies, charitable organizations, insurance companies, and pension and profit-sharing plans. He also provides financial planning, asset allocation advice, and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/14/2020 - Present
Morgan Stanley (New York NY)
NY
06/03/2011 - 01/16/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/22/2008 - 06/20/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/16/1997 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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