Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Chodash is an investment advisor representative for Osaic Wealth, Inc., with over 30 years of experience in the financial services industry. Lawrence has been registered with the Financial Industry Regulatory Authority (FINRA) since 1991 and has held various positions at several firms, including Santander Securities LLC, LPL Financial LLC, and IFMG Securities, Inc. Lawrence holds a Series 66 and Series 63 license as well as a Series 7 and SIE license, which allow him to offer a wide range of investment advisory and brokerage services. Lawrence currently holds licenses in Connecticut, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. Lawrence's experience and qualifications are focused on serving high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth 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.
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.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
NY
04/20/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKLYN NY)
NY
09/19/2012 - 05/15/2023
SANTANDER SECURITIES LLC (Brooklyn NY)
NY
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BROOKLYN NY)
NY
09/11/2006 - 05/27/2008
IFMG SECURITIES, INC. (BROOKLYN NY)
NY
06/17/1999 - 09/12/2006
ESSEX NATIONAL SECURITIES, INC. (BROOKLYN NY)
NY
03/06/1996 - 04/28/1998
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NA
09/27/1995 - 03/21/1996
KENSINGTON WELLS INCORPORATED
CA
07/18/1995 - 11/10/1995
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NY
07/26/1994 - 12/23/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
05/07/1993 - 08/18/1994
GKN SECURITIES CORP. (NEW YORK NY)
NY
06/22/1992 - 05/12/1993
DUKE & CO., INC. (NEW YORK NY)
NJ
11/12/1991 - 06/22/1992
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BOTH
Issued 12/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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