Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeoffrey? Claim Your ProfileJeoffrey Carlton Lawrence is a financial professional with over two decades of experience in the industry. Lawrence is currently registered with PFS Investments Inc. and has been with the firm since 2014, initially joining in 2014. Lawrence is a Series 6, Series 26, and Series 63 licensed professional. Lawrence is currently registered in New York.
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.
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.
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NY
01/10/2022 - Present
PFS Investments Inc. (E PATCHOGUE NY)
NY
04/25/2014 - 12/31/2021
PFS INVESTMENTS INC. (E PATCHOGUE NY)
NY
02/18/1998 - 08/05/2013
PFS INVESTMENTS INC. (E PATCHOGUE NY)
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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