Unclaimed
Lawrence Joseph Papola is a financial advisor with over 20 years of experience in the financial services industry. Lawrence is a registered representative of Commonwealth Financial Network and a registered investment advisor with Osaic Wealth, Inc. Lawrence holds Series 6 and Series 63 securities licenses and is a Chartered Financial Consultant. Lawrence has experience providing financial advice to individuals, families, businesses, and retirement plans. Lawrence is dedicated to helping his clients 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.
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.
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NY
01/13/2025 - Present
Commonwealth Financial Network (Melville NY)
NY
06/06/2005 - 04/22/2014
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
03/05/1998 - 06/02/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/05/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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