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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 Delorenzo is an investment advisor representative at TD Private Client Wealth LLC. Lawrence has been in the industry since 2000 and has experience with several firms including Hornor, Townsend & Kent, Inc., Equity Services, Inc., and NYLIFE Securities LLC. Lawrence specializes in working with individuals, high-net-worth individuals, corporations, pension plans, and insurance companies.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
06/28/2022 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
07/15/2013 - 07/18/2014
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
02/14/2008 - 12/31/2012
EQUITY SERVICES, INC. (NEW YORK NY)
NY
03/20/2006 - 01/24/2008
NYLIFE SECURITIES LLC (RYE NY)
IL
05/17/2000 - 04/23/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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