Unclaimed
Lawrence De cicco is a financial advisor registered with Edward Jones. Lawrence has been working in the financial services industry since June 2010 and has a Series 7, Series 66, and SIE licenses. Lawrence is also registered in 14 states. Lawrence is based in EVERGREEN, CO and works primarily with individuals, high net worth individuals, corporations, partnerships, investment clubs, limited liability companies, pension and profit-sharing plans, and charitable organizations. Lawrence offers financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
06/28/2010 - Present
Edward Jones (EVERGREEN CO)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
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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