Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Katz is a financial advisor with over 30 years of experience in the financial services industry. Lawrence has been registered with LPL Financial LLC since 1995. Prior to that, Lawrence worked for FINANCIAL NETWORK INVESTMENT CORPORATION and DAVID LERNER ASSOCIATES, INC. Lawrence holds Series 7, 24, and 63 licenses and is registered in multiple states. Lawrence provides a range of financial services including financial planning, portfolio management for businesses and individuals, and consulting services. Lawrence is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
07/27/2021 - Present
LPL Financial LLC (WAYNE NJ)
CA
01/05/1990 - 07/05/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
11/19/1985 - 01/18/1990
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 12/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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