Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Bender is a financial advisor currently registered with Truist Advisory Services, Inc. Lawrence has been in the industry since 1997 and is licensed in 27 states. Lawrence has a Series 7, 9, 10, 63 and 65 licenses. Lawrence Bender was previously employed at BB&T SECURITIES, LLC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, RAYMOND JAMES FINANCIAL SERVICES, INC., UBS PAINEWEBBER INC., and J.C. BRADFORD & CO.. Lawrence is a registered investment advisor with Truist Advisory Services, Inc., and provides financial planning, portfolio management, and wrap fee product services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
KY
07/28/2022 - Present
Truist Advisory Services, Inc. (LEXINGTON KY)
VA
10/17/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
06/15/2007 - 10/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEXINGTON KY)
KY
09/23/2002 - 06/19/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOWLING GREEN KY)
NJ
08/14/2000 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/24/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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