Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Dobrin is a financial advisor at Oppenheimer & Co. Inc. Lawrence has been in the financial services industry since February 22, 1978. Lawrence has a long history of experience in the financial services industry, having worked for several firms prior to joining Oppenheimer & Co. Inc. Lawrence is registered with the state of Arizona as a registered investment advisor and a registered representative. Lawrence holds the Series 63, 65, 1, 7 and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
09/21/2007 - Present
Oppenheimer & CO. INC. (SCOTTSDALE AZ)
AZ
04/20/2001 - 11/08/2006
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
09/23/1997 - 04/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/25/1989 - 09/09/1997
GOLDEN HARRIS CAPITAL GROUP, INC. (WEST ORANGE NJ)
NA
02/08/1982 - 01/30/1988
MABON, NUGENT & CO.
NA
03/22/1979 - 04/28/1981
HANAUER, STERN & CO.
NA
04/08/1980 - 11/23/1980
BEVILL, BRESLER & SCHULMAN SECURITIES INC.
NA
12/21/1977 - 04/28/1980
DRYSDALE SECURITIES CORPORATION
NA
01/13/1976 - 12/30/1977
WILSON WHITE, BELF, LAKE, ROCHLIN & CO.
NA
10/07/1975 - 02/05/1976
WILSON WHITE, BELF, LAKE, ROCHLIN & CO., INC.
IA
Issued 9/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/2/1975
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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