Unclaimed
Lawrence Frederick Codraro is a financial advisor with over 20 years of experience in the industry. Lawrence is currently registered with Morgan Stanley in Greenwich, CT and has held previous registrations with ONDRA PARTNERS LP and GROTON SECURITIES LLC. Lawrence has a wide range of experience in the financial industry, including investment banking, securities trading, and financial planning. Lawrence holds the Series 7, Series 63, Series 66, and Series 79 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/19/2017 - Present
Morgan Stanley (Greenwich CT)
NY
09/01/2015 - 12/31/2015
ONDRA PARTNERS LP (New York NY)
NY
04/29/2011 - 08/14/2015
ONDRA PARTNERS LP (New York NY)
NY
04/23/2004 - 01/12/2009
GROTON SECURITIES LLC (NEW YORK NY)
NY
10/16/2001 - 04/15/2004
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 04/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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