Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Zerg is a registered representative with Zacks Investment Management, Inc. Lawrence has been in the financial services industry since December 4, 1987 and has been with Zacks Investment Management, Inc. since October 2, 2006. Lawrence is registered to provide investment advice in California. Lawrence is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Lawrence specializes in providing investment advice to individuals, businesses, and investment companies. Prior to working at Zacks Investment Management, Inc., Lawrence worked at Morgan Stanley DW Inc., Smith Barney Shearson Inc., Lehman Brothers Inc., and Prudential Securities Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/02/2006 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
NY
05/30/1994 - 08/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/31/1993 - 05/25/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/28/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/24/1986 - 05/29/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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