Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Forlenza is an investment advisor representative with over 25 years of experience in the financial services industry. Lawrence has a strong background in providing investment advice to individuals, families, and businesses. Lawrence is currently registered with LPL Financial LLC and has previously worked with Morgan Stanley and Merrill Lynch. Lawrence is committed to helping clients achieve their financial goals through a personalized approach.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
01/06/2025 - Present
LPL Financial LLC (MORRISTOWN NJ)
NJ
06/01/2009 - 04/30/2018
MORGAN STANLEY (SHORT HILLS NJ)
NJ
01/23/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
07/09/1999 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
MA
03/17/1998 - 06/04/1999
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
02/15/1996 - 03/03/1998
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
08/10/1995 - 10/10/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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