Unclaimed
Lawrence Bevir is a financial advisor with Blackrock Investment Management, LLC. Lawrence has been in the financial industry for over 10 years. Lawrence has a Series 7, Series 66, and SIE license. Lawrence specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Lawrence also assists clients with selecting other advisors. Lawrence is based in Princeton, NJ and is registered with the state of California and New Jersey.
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.
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.
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.
1
2
NJ
05/04/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
03/29/2019 - 02/25/2020
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 05/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lawrence Bevir is the right advisor for you? Invested Better is here to help.