Unclaimed
Lawrence Anthony Labella is an investment advisor representative and financial professional with over 28 years of experience. Lawrence is registered with Key Investment Services LLC and previously worked at LPL Financial LLC. Lawrence's area of expertise is in providing personalized financial advice and portfolio management services for individuals and businesses. Lawrence focuses on creating long-term financial plans and strategies that are tailored to the unique needs of each client.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/13/2021 - Present
KEY Investment Services LLC (Fort Myers FL)
NY
05/15/2012 - 09/21/2016
LPL FINANCIAL LLC (AUBURN NY)
NY
10/04/2006 - 05/15/2012
HSBC SECURITIES (USA) INC. (SYRACUSE NY)
NY
08/11/2004 - 09/08/2006
M&T SECURITIES, INC. (NORTH SYRACUSE NY)
MO
07/01/2003 - 08/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/05/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/15/1993 - 10/10/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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