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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Conklin is a financial advisor with Morgan Stanley. He is a registered representative and investment advisor representative. Lawrence has been in the industry since 1968. He has a diverse background with previous experience at Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., Dupont Walston, Incorporated and Dupont Glore Forgan Incorporated. He is licensed in 17 states and has a strong track record of success. Lawrence is committed to providing personalized financial advice to his clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Houston TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/19/1974 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
07/02/1973 - 03/06/1974
DUPONT WALSTON, INCORPORATED
NA
08/01/1968 - 07/02/1973
DUPONT GLORE FORGAN INCORPORATED
IA
Issued 08/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 07/26/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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