Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence David is a financial advisor registered with Oppenheimer & Co. Inc. in Fort Lauderdale, FL. Lawrence has been in the financial services industry since 1977. Lawrence holds the Series 6, 63 and SIE securities licenses, and is registered to provide investment advice in California, Colorado, Florida, Maryland, New Jersey, New York, and Pennsylvania. Lawrence previously worked at Morris David & Sons Securities, Inc. in New York, NY from 1976 to 2002. Lawrence David has 9 approved registrations and 1 approved IA registrations. The David Foundation is a privately owned charitable foundation with Lawrence as President.
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
FL
04/07/2021 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
NY
11/17/1976 - 10/11/2002
MORRIS DAVID & SONS SECURITIES, INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials 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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