Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Veloudis-irizarry has been in the financial services industry since December 9, 1996. Laurence is currently registered with Equitable Advisors, LLC in Ponce, Puerto Rico. Laurence's previous experience includes working with The Equitable Life Assurance Society of the United States in New York, New York. Laurence holds the following securities licenses: Series 6, Series 26, Series 63 and Series 65. Laurence also holds the Securities Industry Essentials Examination (SIE). In addition to Laurence's financial services work, Laurence is the owner of a rental property in Ponce, Puerto Rico.
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.
A percentage of the total value of assets under management is charged.
1
2
PR
01/27/2011 - Present
Equitable Advisors, LLC (PONCE PR)
NY
12/10/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/19/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Laurence Veloudis-irizarry is the right advisor for you? Invested Better is here to help.
