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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Harris Weisz is an active investment advisor representative with Morgan Stanley. Laurence has been in the financial services industry since January 1979. Laurence has a wide range of experience and holds multiple securities licenses, including Series 7, 24, 41, 63, and 65. Laurence is registered to provide investment advice in Florida, Illinois, and Texas. Laurence is also registered as a broker-dealer in several states and has previously worked for Wayne Hummer Investments L.L.C., WINTRUST INVESTMENTS LLC, and COWEN & CO.. Laurence is dedicated to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
10/17/2022 - Present
Morgan Stanley (Palm Beach FL)
IL
06/25/1990 - 09/11/2020
WINTRUST INVESTMENTS LLC (CHICAGO IL)
NY
10/27/1986 - 07/03/1990
COWEN & CO. (NEW YORK NY)
NA
02/01/1979 - 10/27/1986
FREEHLING & CO.
IA
Issued 08/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 41 - NYSE Allied Member Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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