Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Ragone is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Lawrence has been in the financial services industry since 1977. Lawrence is licensed to offer investment advice in the following states: Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, and Rhode Island. Lawrence has also been a registered representative of several other firms, including Commonwealth Financial Network, New England Securities, and CG Equity Sales Company. Lawrence holds the Series 63, Series 65, Series 1, Series 22TO, and Series 6TO licenses. Lawrence is affiliated with Cambridge Investment Research Advisors, Inc. and Ragone & Associates.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (North Falmouth MA)
MA
08/24/1994 - 12/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
04/02/1981 - 08/26/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/14/1977 - 08/07/1981
CG EQUITY SALES COMPANY
IA
Issued 03/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Ragone is the right advisor for you? Invested Better is here to help.
