Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Birnbaum is a financial advisor with over 40 years of experience in the industry. Lawrence is currently registered with Wells Fargo Clearing Services, LLC and holds licenses in several states. Prior to working with Wells Fargo, Lawrence worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Salomon Smith Barney Inc., Lehman Brothers Inc., and Bear, Stearns & Co. Inc. Lawrence has a strong background in financial planning, portfolio management, and investment consulting. Lawrence has a demonstrated track record of success in helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/12/2017 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
05/18/2007 - 07/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
04/02/2007 - 05/23/2007
MORGAN STANLEY & CO., INCORPORATED (MELVILLE NY)
NY
02/19/1999 - 04/02/2007
MORGAN STANLEY DW INC. (MELVILLE NY)
NY
07/31/1993 - 02/25/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/26/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/24/1990 - 03/04/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/09/1983 - 12/18/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
10/22/1980 - 09/12/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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