Unclaimed
Lawrence Marciano is a financial advisor with over 24 years of experience in the financial services industry. Lawrence is registered with IC Advisory Services, Inc. and Prestige Family Wealth Advisors, LLC. Lawrence holds several licenses and registrations including Series 7, Series 10, Series 24, Series 63, and Series 65. Lawrence provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Lawrence has a strong track record of helping individuals and families achieve their financial goals.
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
NJ
11/29/2017 - Present
IC Advisory Services, Inc. (MONTVILLE NJ)
NJ
07/10/2015 - 11/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)
NJ
08/21/2007 - 08/03/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
NJ
04/23/1999 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
CA
02/01/1996 - 09/13/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
08/04/1995 - 08/17/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 11/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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