Unclaimed
Lawrence Reitars is a financial advisor with Stifel Independent Advisors, LLC. Lawrence has been in the industry since 1999, and has been with Stifel Independent Advisors since 2009. He is licensed to sell securities in 17 states. Lawrence's previous employers include Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Gruntal & Co., L.L.C., and Prudential Securities Incorporated. Lawrence offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Lawrence provides investment advice to individuals, families, businesses, and trusts.
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.
1
2
PA
04/27/2009 - Present
Stifel Independent Advisors, LLC (CENTER VALLEY PA)
PA
07/10/2007 - 04/24/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ALLENTOWN PA)
PA
04/29/2002 - 07/10/2007
RYAN BECK & CO. (ALLENTOWN PA)
NY
04/03/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
06/17/1999 - 03/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Reitars is the right advisor for you? Invested Better is here to help.