Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Schnall is a financial advisor with Cadaret Grant & CO., Inc. located in East Syracuse, NY. Laurence has been in the financial services industry since 1991 and has a strong track record of success. Laurence is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Laurence holds a variety of licenses and certifications, including the Series 7, 6, 63, and 65 licenses. Laurence also holds the Certified Financial Planner designation.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
01/03/2006 - 11/22/2019
KEY INVESTMENT SERVICES LLC (CAZENOVIA NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (CAZENOVIA NY)
OH
03/01/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NJ
08/16/1991 - 03/02/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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