Unclaimed
Lawrence Pignataro is an experienced financial advisor with over 35 years of experience in the industry. Lawrence is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Investacorp, Inc., Advantage Capital Corporation, MONY Securities Corp. and The Mutual Life Insurance Company of New York. Lawrence is a Certified Financial Planner™ professional and holds several securities licenses including Series 6, 7, 24, 63, 79TO and SIE. Lawrence's main areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Lawrence is also a licensed insurance agent.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (DEPEW NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DEPEW NY)
NY
10/09/1991 - 07/17/2020
INVESTACORP, INC. (DEPEW NY)
GA
01/30/1989 - 10/28/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
06/09/1988 - 02/08/1989
MONY SECURITIES CORP.
NA
06/09/1988 - 02/08/1989
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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