Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Callahan is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Lawrence has been in the industry since 2007. Lawrence specializes in investment management, financial planning and retirement planning. Lawrence holds Series 7, Series 63 and Series 52TO licenses. Lawrence is currently registered to provide investment advice in 17 states and the District of Columbia. Lawrence has a track record of success in helping clients reach 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.
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.
1
2
NJ
08/30/2023 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NY
07/15/2021 - 12/13/2022
PIPER SANDLER & CO. (NEW YORK NY)
NY
09/01/2018 - 01/07/2021
BMO CAPITAL MARKETS CORP. (New York NY)
NY
04/04/2016 - 09/01/2018
KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)
NY
12/05/2007 - 02/15/2016
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/19/2005 - 11/07/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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