Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Olson is a financial professional with over 14 years of experience in the financial services industry. Lawrence is currently registered with Oppenheimer & Co. Inc. Previously, Lawrence was employed at Goldman, Sachs & Co. and Sanford C. Bernstein & Co., LLC. Lawrence holds the Series 7, Series 86, Series 87, and SIE licenses and is also a Chartered Financial Analyst. Lawrence's specializations include portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting. Lawrence is committed to providing clients with personalized financial advice and investment solutions to meet their individual needs.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/23/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/10/2012 - 09/09/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/01/2008 - 07/13/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/30/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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