Unclaimed
Lawrence Ganim is a financial advisor with over 40 years of experience in the industry. Lawrence is a Registered Representative at Kestra Investment Services, LLC and an Investment Advisor Representative at Kestra Advisory Services, LLC. Lawrence also operates Ganim Private Wealth. Lawrence is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Lawrence has a strong commitment to serving his clients' needs, providing comprehensive financial planning and investment 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
05/01/2023 - Present
Kestra Advisory Services, LLC (Shelton CT)
NH
01/06/1999 - 07/07/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
05/04/1989 - 01/22/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/20/1988 - 01/01/1989
J. T. MORAN & CO., INC.
NA
11/22/1985 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
02/04/1983 - 07/15/1985
PRUCO SECURITIES CORPORATION
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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