Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence L Streb is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with 29 years of experience in the financial services industry. Lawrence L Streb is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Hampshire and Texas. Lawrence L Streb is also registered in 32 other states. Lawrence L Streb has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination. Lawrence L Streb specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Lawrence L Streb's previous employers include Investment Management & Research, Inc, Dean Witter Reynolds Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NH
02/09/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
FL
10/11/1996 - 10/16/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NY
01/22/1988 - 06/28/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/23/1985 - 01/28/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
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
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