Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Epstein is a financial advisor who has been in the industry since March 1988. Laurence is currently registered with LPL Financial LLC in PALM CITY, FL. Laurence has previously been registered with CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Laurence has a Series 63, Series 24, SIE, Series 7, Series 22 and Series 6 license. Laurence is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
06/14/2018 - Present
LPL Financial LLC (PALM CITY FL)
FL
10/25/2017 - 06/20/2018
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
08/10/2012 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
09/05/1995 - 08/16/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (DEERFIELD BEACH FL)
IN
09/05/1995 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/11/1988 - 10/30/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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