Unclaimed
Lawrence Wasserman is a financial advisor with over 20 years of experience in the industry. He is currently registered with PNC Investments in Pittsburgh, PA. Lawrence is a Certified Financial Planner and a Chartered Financial Analyst. Lawrence has worked at a variety of firms throughout his career including TD Ameritrade, UBS Financial Services Inc., M. H. Meyerson & Co., Inc., PaineWebber Incorporated, Morgan Stanley & Co., Incorporated. He has also worked for PNC Investments previously. Lawrence focuses on providing financial planning and portfolio management services for individuals and businesses. Lawrence is committed to helping his 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/07/2016 - Present
PNC Investments (PITTSBURGH PA)
NJ
12/18/2012 - 07/02/2015
TD AMERITRADE, INC. (JERSEY CITY NJ)
NJ
08/27/2009 - 12/04/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
06/05/1990 - 08/24/1999
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
NJ
10/17/1996 - 04/16/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/13/1988 - 01/24/1989
MORGAN STANLEY & CO., INCORPORATED
NA
08/23/1988 - 12/12/1988
M. H. MEYERSON & CO., INC.
IA
Issued 12/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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