Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Metzger is a financial professional with over 27 years of experience in the securities industry. Lawrence is currently registered with Charles Schwab & Co., Inc. and is located in Princeton, NJ. Lawrence has been registered with Charles Schwab & Co., Inc. since March 14, 2022. Lawrence has held previous positions with TD Ameritrade, Inc., UBS Securities LLC, Investec Ernst & Company, Waterhouse Securities, Inc., Smith Barney Inc., Stuart, Coleman & Co., Inc. and Westfield Financial Corporation. Lawrence also has held a charter boat captain position for his brother's business. Lawrence has a wide range of experience and expertise in the financial industry, including securities, investment advisory, and financial planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
03/14/2022 - Present
Charles Schwab & CO., Inc. (Princeton NJ)
NJ
08/13/2009 - 05/11/2024
TD AMERITRADE, INC. (PRINCETON NJ)
NY
09/07/1999 - 05/23/2008
UBS SECURITIES LLC (NEW YORK NY)
NY
11/23/1998 - 08/18/1999
INVESTEC ERNST & COMPANY (NEW YORK NY)
NE
05/24/1995 - 04/22/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
10/25/1994 - 01/27/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/15/1994 - 10/13/1994
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 09/09/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/02/1994 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 8/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 4/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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