Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Goldstein is a financial professional with over 13 years of experience in the financial services industry. Laurence has a Series 7, Series 63, and Series 65 license and has been registered with Cetera Investment Advisers LLC since April 2022. Previously, Laurence worked as a financial professional at FIRST FINANCIAL EQUITY CORPORATION and Mutual Securities, Inc. Laurence specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Laurence is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Tucson AZ)
AZ
04/13/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Tucson AZ)
AZ
12/03/2013 - 04/12/2016
MUTUAL SECURITIES, INC. (TUCSON AZ)
AZ
03/18/2010 - 12/09/2013
NEW ENGLAND SECURITIES (TUCSON AZ)
IA
Issued 03/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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