Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Mohs is a financial professional with over 10 years of experience in the industry. Lawrence is currently registered with Osaic Institutions, Inc. Lawrence has held previous positions with Prudential Investment Management Services LLC, Barclays Capital Inc., Freimark Blair & Company, Inc., and Summit Equities, Inc. Lawrence is a Series 7, Series 24, Series 63 and Series 99TO licensed professional.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
FL
03/23/2021 - Present
Osaic Institutions, Inc. (FORT MYERS FL)
NY
10/31/2011 - 02/17/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
NY
08/16/2004 - 05/12/2005
BARCLAYS CAPITAL INC. (NEW YORK NY)
NJ
02/01/2002 - 10/11/2002
FREIMARK BLAIR & COMPANY, INC. (UPPER SADDLE RIVER NJ)
NJ
06/29/2001 - 11/02/2001
FREIMARK BLAIR & COMPANY, INC. (UPPER SADDLE RIVER NJ)
NJ
12/02/1998 - 12/08/1998
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 11/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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