Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Eliot Zimbler is a financial advisor with over 25 years of experience in the industry. Lawrence is currently registered with 4square Advisory Services, Inc. and holds a Series 7, Series 22, Series 24, Series 51, Series 63 and Series 65 license. Lawrence is a graduate of The University of Michigan and has a Master's Degree in Taxation from the University of Detroit Mercy. Lawrence is a licensed tax preparer and has been a member of the National Association of Tax Professionals since 2005. Lawrence specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Lawrence is committed to helping his clients achieve their financial goals and has a reputation for providing personalized and comprehensive financial advice. Lawrence also works with Ridgeway & Conger, Inc. as a financial advisor.
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.
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.
1
2
MI
01/01/2025 - Present
4square Advisory Services, Inc. (FENTON MI)
MI
09/08/2010 - 07/13/2015
RIDGEWAY & CONGER, INC. (FENTON MI)
MI
02/27/2004 - 09/08/2010
QUESTAR CAPITAL CORPORATION (FENTON MI)
WI
06/30/1997 - 03/02/2004
SII INVESTMENTS, INC. (APPLETON WI)
FL
07/01/1996 - 09/05/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
12/10/1985 - 09/28/1988
MARINER FINANCIAL SERVICES, INC.
IA
Issued 10/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Lawrence Zimbler is the right advisor for you? Invested Better is here to help.
