Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Metzger is a financial advisor with Charles Schwab & CO., Inc.. Lawrence Metzger is a registered representative with a total of 23 state licenses. Lawrence Metzger has been in the industry since 1996. Prior to joining Charles Schwab & CO., Inc., Lawrence Metzger was employed with TD Ameritrade, Inc. and UBS Securities LLC. Lawrence Metzger is also the captain of a charter boat on weekends. Lawrence Metzger provides services such as financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
03/14/2022 - Present
Charles Schwab & CO., Inc. (Princeton NJ)
NJ
08/13/2009 - 05/11/2024
TD AMERITRADE, INC. (PRINCETON NJ)
NY
09/07/1999 - 05/23/2008
UBS SECURITIES LLC (NEW YORK NY)
NY
11/23/1998 - 08/18/1999
INVESTEC ERNST & COMPANY (NEW YORK NY)
NE
05/24/1995 - 04/22/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
10/25/1994 - 01/27/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/15/1994 - 10/13/1994
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 09/09/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/02/1994 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 08/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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