Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Cohen is a financial advisor with over 30 years of experience in the industry. Lawrence is currently registered with Oppenheimer & Co. Inc. in Stamford, Connecticut and is also registered with the State of Connecticut as an Investment Advisor. Prior to joining Oppenheimer, Lawrence was employed by Wachovia Securities, LLC, Prudential Securities Incorporated, SG Cowen Securities Corporation, Cowen & Co., Lehman Brothers Inc., PaineWebber Incorporated and J. T. Moran & Co., Inc.. Lawrence has a strong background in portfolio management and financial planning and is committed to providing his clients with personalized investment advice and guidance.
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.
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.
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.
1
2
CT
10/19/2006 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
07/01/2003 - 10/18/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
08/16/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/01/1998 - 08/11/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/20/1993 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
01/11/1991 - 01/11/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
10/25/1989 - 12/20/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/05/1988 - 11/21/1989
J. T. MORAN & CO., INC.
IA
Issued 07/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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