Unclaimed
Lawrence Rosenthal is an individual financial advisor with over 34 years of experience. Lawrence currently works at Park Avenue Securities LLC. Lawrence Rosenthal is a registered representative in New Jersey and Pennsylvania and holds Series 63, Series 66, Series 7, Series 24, and SIE licenses. Lawrence has previously worked with Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Butcher & Singer Inc. and ES Securities Inc. Lawrence specializes in Retirement Planning, College Savings Plans, Estate Planning, and Life Insurance. Lawrence is a board member at Jewish High School for Boys and offers other insurance services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/08/2011 - Present
Park Avenue Securities LLC (KING OF PRUSSIA PA)
NY
05/18/2000 - 09/17/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NA
11/16/1989 - 02/28/1994
EQUICO SECURITIES, INC.
NA
11/16/1989 - 02/28/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
07/10/1981 - 11/28/1989
BUTCHER & SINGER INC.
NA
04/04/1984 - 01/03/1985
ES SECURITIES INC.
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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