Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Kurtz is a financial advisor with over 20 years of experience in the industry. Lawrence is currently registered with Oppenheimer & Co. Inc. and has previously worked with firms such as BNY Investment Center Inc. and Mellon Securities LLC. Lawrence is a Series 7, 10, 24, 52TO, 53, and 63 licensed professional, providing financial advice to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Lawrence's specialization includes providing financial advice, portfolio management, and financial planning to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/01/2004 - 01/22/2008
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NJ
06/26/2001 - 05/27/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
IN
04/14/1999 - 06/11/2002
CONSECO SECURITIES, INC. (CARMEL IN)
NJ
04/22/1999 - 11/30/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NY
08/07/2000 - 10/04/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
09/24/1999 - 04/25/2001
FIS SECURITIES, INC. (BOSTON MA)
NY
09/24/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NJ
03/19/1999 - 03/25/1999
DLJDIRECT INC. (JERSEY CITY NJ)
NJ
03/02/1998 - 09/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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