Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Crouse is a financial advisor with Ameriprise Financial Services, LLC. Lawrence has been in the financial services industry since 1983 and has experience working with individuals, businesses, and institutions. Lawrence holds Series 7, 9, 10, 12, 24 and 63 licenses. Lawrence provides financial planning, portfolio management, asset allocation, and other services. He has a wide range of expertise and is dedicated to helping clients achieve their financial goals.
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.
Asset allocation services
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.
1
2
FL
01/10/2020 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
09/19/2008 - 01/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
FL
01/05/2001 - 09/29/2008
UBS FINANCIAL SERVICES INC. (NAPLES FL)
NY
05/08/1995 - 01/22/2001
QUICK & REILLY, INC. (NEW YORK NY)
MD
08/29/1986 - 10/31/1994
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
NA
09/16/1981 - 06/10/1983
CHARLES SCHWAB & CO., INC.
NA
12/11/1980 - 09/11/1981
BROKERS EXCHANGE, INC.
NA
09/08/1980 - 06/04/1981
SALKIN, WELCH & CO., INCORPORATED
NA
09/26/1978 - 12/18/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/13/1982
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1982
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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