Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Hess is a financial advisor at Ameriprise Financial Services, LLC, where he has been employed since March 2023. Lawrence has been in the financial services industry since September 1, 1994, and holds a variety of securities licenses, including Series 6, 7, 26, 51, and 63, as well as the Series 65. Lawrence previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from September 2017 to March 2023, and Ameriprise Financial Services, Inc. from May 2013 to September 2017. He specializes in working with high-net-worth individuals, trusts/estates, insurance companies, and charitable organizations. Lawrence's firm, Ameriprise Financial Services, LLC, manages assets of $1 billion to $10 billion.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/03/2023 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
09/08/2017 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
05/16/2013 - 09/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Manasquan NJ)
NJ
10/23/2009 - 05/29/2013
LPL FINANCIAL LLC (MANASQUAN NJ)
NJ
09/02/1994 - 10/23/2009
FIRST INVESTORS CORPORATION (WOODBRIDGE NJ)
IA
Issued 01/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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