Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Levin is a financial advisor with over 16 years of experience in the financial services industry. Lawrence is currently registered with Avantax Advisory Services, and previously worked with 1st Global Capital Corp. and MML Investors Services, Inc. Lawrence has a strong track record of providing financial advice to individuals, businesses, and retirement plans. Lawrence is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NY
02/23/2022 - Present
Avantax Advisory Services (AMHERST NY)
NY
01/26/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Williamsville NY)
NY
01/02/2008 - 02/11/2015
1ST GLOBAL CAPITAL CORP. (BUFFALO NY)
NY
06/17/2005 - 11/28/2007
MML INVESTORS SERVICES, INC. (BUFFALO NY)
NY
06/01/2005 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/06/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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