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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Moss is a financial advisor with over 40 years of experience. He has held various positions at leading financial institutions, including Raymond James & Associates, Inc., Roney & Co. L.L.C., and Paine, Webber, Jackson & Curtis Inc. Lawrence is a registered investment advisor in multiple states and holds several licenses and certifications. He specializes in providing financial planning and investment management services to individuals, families, 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.
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.
Please see note in schedule d - miscellaneous
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
MI
07/13/2015 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
12/07/1984 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
05/27/1982 - 12/11/1984
FIRST NATIONAL SECURITITES CORPORATION
NA
01/31/1980 - 05/18/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/27/1976 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 10/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1984
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1979
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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