Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Brottman is a financial advisor registered in Illinois with The Colony Group, LLC. Lawrence has been in the industry since 1984 and holds Series 63, Series 65, and Series 7 licenses. Lawrence is a Certified Financial Planner, and specializes in providing financial planning, pension consulting, and educational seminars. Lawrence also provides tax preparation, dispute resolution, family office, and business management 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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
IL
06/03/2024 - Present
THE Colony Group, LLC (Chicago IL)
CT
01/02/1997 - 02/19/1998
ABN AMRO INCORPORATED (STAMFORD CT)
IL
06/15/1990 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
CA
05/03/1984 - 06/03/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
01/25/1984 - 05/21/1984
FSC SECURITIES CORPORATION
IA
Issued 03/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lawrence Brottman is the right advisor for you? Invested Better is here to help.
