Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Howard Sizeler is a financial advisor with over 40 years of experience in the industry. Lawrence is currently registered with Wells Fargo Clearing Services, LLC and is licensed in several states. Lawrence has previously held positions with Capitol Securities Management, Inc., First Southeastern Securities Group, Incorporated, Coastal Financial Security, Incorporated, Prudential Securities Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., Dean Witter Reynolds Inc., Dean Witter & Co. Incorporated and Shearson, Hammill & Co., Incorporated. Lawrence is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Lawrence is committed to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and retirement planning.
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.
Investment consulting services to institutional clients
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.
1
2
FL
03/17/2022 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
09/19/2007 - 04/01/2022
CAPITOL SECURITIES MANAGEMENT, INC. (TAMPA FL)
FL
03/25/2001 - 09/19/2007
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NY
02/17/2000 - 03/25/2001
COASTAL FINANCIAL SECURITY, INCORPORATED (ORANGEBURG NY)
NY
10/23/1993 - 01/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/27/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
04/27/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/24/1978 - 03/25/1988
DEAN WITTER REYNOLDS INC.
NA
07/22/1974 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
09/18/1973 - 10/03/1974
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 10/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 09/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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