Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Borger is a financial advisor with over 30 years of experience in the financial services industry. Lawrence is currently registered with Wells Fargo Clearing Services, LLC and is located in the Chesterbrook, Pennsylvania branch office. Lawrence has previously worked at Prudential Securities Incorporated, Lehman Brothers Inc., and Quest Capital Strategies, Inc. Lawrence holds Series 7, Series 63, and Series 65 licenses, along with the SIE. Lawrence specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses.
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
PA
09/08/2016 - Present
Wells Fargo Clearing Services, LLC (CHESTERBROOK PA)
NY
06/21/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/10/1992 - 07/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
09/20/1988 - 10/29/1990
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 06/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
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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