Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Connelly has been in the financial services industry since 1983. Lawrence is a registered representative with Stifel, Nicolaus & Company, Inc. Lawrence holds FINRA licenses Series 7, 63, and 66 as well as SIE. Lawrence has been with Stifel, Nicolaus & Company, Inc. since April 2009. Prior to joining Stifel, Nicolaus & Company, Inc. Lawrence was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2003 to 2009. Lawrence specializes in providing financial advice and services to individuals, corporations, and institutions.
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.
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
NY
03/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
02/28/2003 - 04/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
MO
11/03/1992 - 02/18/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/01/1992 - 11/12/1992
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
03/17/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
11/25/1981 - 07/31/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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