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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 Ben Weissman is an Investment Advisor Representative with Cerity Partners LLC in New York, NY. Lawrence has been in the industry since 1995. Previously, Lawrence worked at Deutsche Bank Securities Inc., MML Investors Services, Inc., Ladenburg Thalmann & Co. Inc., Citigroup Global Markets Inc. and Neuberger & Berman, LLC. Lawrence holds the following licenses: Series 63, Series 65, Series 66, Series 7, and Series 24. Lawrence is a Chartered Financial Analyst (CFA). Cerity Partners LLC is a Registered Investment Advisor. They provide a range of investment advisory services to individuals, families, corporations and institutions. They offer financial planning, portfolio management, and retirement planning services. Lawrence's area of specialization includes investment management 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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2022 - Present
Cerity Partners LLC (NEW YORK NY)
NY
05/28/2010 - 08/19/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/23/2009 - 02/17/2010
MML INVESTORS SERVICES, INC. (WHITE PLAINS NY)
NY
07/22/2005 - 11/29/2006
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NY
12/20/1997 - 08/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/05/1995 - 11/17/1997
NEUBERGER & BERMAN, LLC (NEW YORK NY)
BOTH
Issued 10/01/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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