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Laurence Charles Rollins is an investment advisor representative with Manhattan West Asset Management, LLC. Laurence has been in the financial industry since 1996. Laurence is licensed to provide financial advice in California, Connecticut and New York. Laurence has a strong track record of success in providing financial advice to individuals, corporations, and pooled investment vehicles. Laurence specializes in financial planning, pension consulting, and portfolio management. Laurence has a Certified Financial Planner designation. Laurence is committed to providing high-quality financial advice to his clients. Prior to joining Manhattan West Asset Management, LLC, Laurence worked at LPL Financial, LLC, Watermark Securities, Inc., Fidelity Brokerage Services LLC, and A. G. Edwards & Sons, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
01/19/2024 - Present
Manhattan West Asset Management, LLC (Southport CT)
CT
06/08/2021 - 12/20/2023
LPL FINANCIAL LLC (DARIEN CT)
NY
04/16/2019 - 04/08/2021
WATERMARK SECURITIES, INC. (NEW YORK NY)
CT
06/08/2004 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
MO
03/08/1996 - 05/18/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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