Unclaimed
Lawrence Nazarenus is a financial advisor with over 20 years of experience in the financial services industry. Lawrence has been registered with Cuso Financial Services, LP since June 2012. Lawrence has a broad range of experience in providing investment advice and financial planning services to individuals and businesses. Lawrence's experience includes working with Edward Jones, TD Ameritrade, Inc., and LinSCO/Private Ledger Corp. Lawrence holds the Series 63, Series 66 and Series 7 licenses.
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.
1
2
CO
06/01/2012 - Present
Cuso Financial Services, LP (Littleton CO)
CO
10/15/2009 - 10/11/2011
TD AMERITRADE, INC. (DENVER CO)
CO
11/14/2005 - 09/25/2009
EDWARD JONES (LITTLETON CO)
SC
03/18/2005 - 10/14/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
04/26/2000 - 11/05/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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