Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Kandel has been in the financial services industry since May 22, 1994. Laurence is currently a registered representative with Colorado Financial Service Corp. and has previously been registered with several other firms including StratCap Securities, LLC and Waypoint Direct Investments, LLC. Laurence's specializations include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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CO
02/05/2024 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
CA
07/20/2020 - 02/02/2024
STRATCAP SECURITIES, LLC (NEWPORT BEACH CA)
CT
04/05/2019 - 01/06/2020
WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)
CO
06/08/2018 - 04/05/2019
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
FL
06/15/2016 - 11/07/2017
S2K FINANCIAL LLC (ORLANDO FL)
NY
09/11/2006 - 11/12/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CO
12/23/1992 - 08/25/2006
JANUS DISTRIBUTORS LLC (DENVER CO)
FL
01/06/1994 - 12/31/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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