Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lazar is a financial advisor with over 25 years of experience in the financial services industry. Lawrence has a wide range of experience, having worked with firms such as Merrill Lynch, UBS Paine Webber, Kovack Securities and Western International Securities. Lawrence is currently registered with United Planners' Financial Services of America A Limited Partner. Lawrence specializes in providing financial planning, portfolio management for individuals, selection of other advisors and pension consulting services. Lawrence has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service to each of his clients.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/04/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
IL
04/12/2017 - 06/07/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Highland Park IL)
IL
12/02/2003 - 04/13/2017
KOVACK SECURITIES INC. (HIGHLAND PARK IL)
CA
05/16/2003 - 12/11/2003
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
NJ
10/15/1999 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/18/1998 - 11/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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