Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Weber has been in the financial industry since 2008. Lawrence has worked for Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. Lawrence is a registered representative in Florida and Texas. Lawrence has his Series 7, 63, and 66 licenses. Lawrence has a strong track record in the financial industry. Lawrence's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with a strong reputation in the industry. Merrill Lynch, Pierce, Fenner & Smith Inc. is a leading provider of financial services to individuals, businesses, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/12/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
NY
03/29/2010 - 03/12/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/04/2008 - 04/05/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 01/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lawrence Weber is the right advisor for you? Invested Better is here to help.
