Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence M. Sasso is an experienced financial professional who has been serving clients since 1991. Lawrence has a wide range of experience, having worked for several prominent firms in the financial services industry. He is currently registered with Bison Advisors as a Registered Representative and Investment Advisor Representative. Lawrence specializes in financial planning and portfolio management services for individuals, businesses, and high-net-worth clients. Lawrence is also an independent insurance agent and the head softball coach at Anna Maria College.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
10/29/2024 - Present
Bison Advisors (ATLANTA GA)
MA
12/03/2009 - 11/02/2011
ING FINANCIAL PARTNERS, INC. (SUTTON MA)
MA
01/13/2006 - 12/03/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SUTTON MA)
MA
10/15/2004 - 12/31/2005
INVESTORS CAPITAL CORP. (SUTTON MA)
MA
05/22/2001 - 10/19/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/01/1991 - 05/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/01/1991 - 05/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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