Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Eppolito is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Chelmsford, MA. Lawrence has over 39 years of experience in the financial services industry, having worked previously with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Lawrence specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and institutions. Lawrence holds a Series 7, 9, 10, 63, and 65 license and is a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
01/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (CHELMSFORD MA)
MA
01/01/2008 - 05/19/2017
WELLS FARGO CLEARING SERVICES, LLC (CHELMSFORD MA)
MA
08/15/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NA
06/20/1984 - 08/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Eppolito is the right advisor for you? Invested Better is here to help.
