Unclaimed
Laurence B Turell is a financial professional with over 20 years of experience in the securities industry. Laurence is currently registered with Park Avenue Securities LLC and holds Series 6, Series 63 and SIE licenses. Laurence's experience includes previous roles at NEW ENGLAND SECURITIES and RAMPART FINANCIAL SERVICES, INC.. Laurence specializes in Financial Planning, Portfolio Management for Individuals, Educational Seminars and Selection of Other Advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
FL
12/10/2013 - Present
Park Avenue Securities LLC (BOCA RATON FL)
NY
10/09/2006 - 11/11/2013
NEW ENGLAND SECURITIES (UNIONDALE NY)
PA
02/21/2001 - 10/18/2004
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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