Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Kushner is a financial advisor with over 18 years of experience. He specializes in providing financial planning, investment management, and life, health, and disability insurance services to individuals, families, and businesses. Lawrence is the founder of Cornerstone Wealth Management Group LLC and Wealth for Docs, both of which are dedicated to helping clients achieve their financial goals. Lawrence holds the Series 7, Series 24, Series 51, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Lawrence currently works with The Ameriflex Group.
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.
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
CT
07/29/2024 - Present
THE Ameriflex Group (Avon CT)
CT
01/27/2009 - 07/31/2024
NEXT FINANCIAL GROUP, INC. (AVON CT)
CT
08/08/2005 - 01/29/2009
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
MN
08/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Kushner is the right advisor for you? Invested Better is here to help.
