Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Beck is an investment advisor representative with over 40 years of experience in the financial industry. Lawrence has a Series 7, 31, and 63 license. Lawrence is currently registered with Morgan Stanley and has previously been registered with UBS Financial Services Inc., Morgan Stanley DW Inc., Paine Webber Incorporated, Lehman Brothers Inc., D. H. Blair & Co., Inc. and Broadchild Securities Corp. Lawrence has a broad range of experience working with high net worth individuals, corporations, charitable organizations, insurance companies, and pension and profit sharing plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
09/27/2023 - Present
Morgan Stanley (Garden City NY)
NY
10/20/2006 - 03/23/2020
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
12/15/1997 - 10/24/2006
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NJ
03/01/1993 - 12/18/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/07/1986 - 03/23/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/21/1986 - 07/09/1987
D. H. BLAIR & CO., INC.
NA
10/31/1981 - 04/18/1986
BROADCHILD SECURITIES CORP.
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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