Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Sobin is a financial professional with over 30 years of experience in the industry. Laurence is a registered representative with Packerland Brokerage Services, Inc. Laurence has experience working with clients on a variety of financial matters including financial planning, pension consulting, and portfolio management for individuals. Laurence also has experience working with insurance and investment companies. Laurence is a Chartered Financial Consultant and has successfully passed the Series 6, Series 63, and Series 65 exams.
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.
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
WI
04/07/2021 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
NJ
04/08/2002 - 10/28/2009
SAMMONS SECURITIES COMPANY, LLC (PINE BROOK NJ)
DE
09/19/1990 - 02/27/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
07/19/1989 - 09/06/1990
VANTAGE FINANCIAL SERVICES, INC.
IA
Issued 09/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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