Unclaimed
Lawrence Springer is a financial advisor with over 40 years of experience in the industry. Lawrence is currently registered with Osaic Wealth, Inc. and is also a Certified Financial Planner and a Chartered Financial Consultant. Lawrence has held past registrations with several firms including Woodbury Financial Services, Inc., MetLife Securities Inc., Royal Alliance Associates, Inc., Investment Advisors & Consultants, Inc., AXA Advisors, LLC, Allmerica Investments, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, MONY Securities Corp., and The Mutual Life Insurance Company of New York. Lawrence provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
DE
01/19/2024 - Present
Osaic Wealth, Inc. (HOCKESSIN DE)
DE
06/23/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOCKESSIN DE)
NJ
08/29/2008 - 07/08/2010
METLIFE SECURITIES INC. (OLD BRIDGE NJ)
NJ
12/01/2006 - 08/26/2008
ROYAL ALLIANCE ASSOCIATES, INC. (WEST LONG BRANCH NJ)
NJ
04/18/2002 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (RUMSON NJ)
NY
12/20/2001 - 04/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/08/2000 - 12/17/2001
AXA ADVISORS, LLC (NEW YORK NY)
MA
07/19/1999 - 02/24/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
04/03/1996 - 07/13/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/03/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
07/23/1979 - 03/21/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
07/23/1979 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 07/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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