Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurance? Claim Your ProfileLaurance Kersh is a financial advisor with over 20 years of experience in the financial services industry. Laurance has a strong background in providing comprehensive financial planning and investment management services to individuals and families. Laurance is currently registered as an Investment Advisor Representative with Samalin Wealth, a firm that offers a range of financial services including financial planning, investment management and retirement planning. Prior to joining Samalin Wealth, Laurance held positions at several other firms including UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated and Lloyd Wade Securities Inc. Laurance is a Certified Financial Planner and holds the Series 65, Series 63, Series 7 and Series 24 licenses. Laurance has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
09/20/2021 - Present
Samalin Wealth (CHAPPAQUA NY)
NY
04/28/2006 - 02/06/2015
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
MO
07/01/2003 - 04/28/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/12/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
07/18/1997 - 04/29/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
CA
05/30/1997 - 07/23/1997
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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