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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 Feldmesser is a financial advisor with Stifel, Nicolaus & Company, Inc. Lawrence has over 30 years of experience in the financial services industry. Lawrence holds the Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 licenses. Lawrence is registered to provide investment advice in Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Vermont, Virginia and Wisconsin. Lawrence specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DC
12/20/2011 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
IL
11/16/2007 - 07/31/2008
INTEROCEAN SECURITIES LLC (CHICAGO IL)
WI
03/27/2007 - 11/21/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
07/16/1999 - 04/04/2007
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
NY
10/16/1996 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/12/1996 - 11/05/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/12/1995 - 10/09/1995
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
NY
07/18/1994 - 05/01/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
IL
11/08/1991 - 06/20/1994
THE CHICAGO CORPORATION (CHICAGO IL)
MA
02/28/1991 - 10/17/1991
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
08/28/1990 - 03/01/1991
MABON, NUGENT & CO.
MA
06/20/1989 - 08/16/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 10/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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