Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Lehrman is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Shrewsbury, NJ. Larry has been in the industry since 1991. Larry is registered to offer securities in 11 states and has been with Stifel, Nicolaus & Company, Inc. since 2019. Before that Larry worked at Ameriprise Financial Services, Inc. and Morgan Stanley Smith Barney. Larry is a Series 63, Series 7, and SIE licensed professional. Larry specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles.
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.
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.
1
2
NJ
02/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (SHREWSBURY NJ)
NJ
01/13/2012 - 02/25/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Red Bank NJ)
NY
06/01/2009 - 02/10/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
08/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
02/12/1999 - 08/30/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/13/1994 - 02/16/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/19/1993 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/24/1991 - 08/20/1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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