Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Margolin is a financial advisor with Ameriprise Financial Services, LLC. Lawrence has been in the financial services industry since 1996. Lawrence has a Series 7, Series 63, and Series 65 licenses and specializes in financial planning, portfolio management for individuals and businesses, and asset allocation services. Lawrence's past experience includes roles with Oppenheimer & Co. Inc., Newbridge Securities Corporation, Wachovia Securities, LLC, Prudential Securities Incorporated, and Paine Webber Incorporated. Lawrence is registered with Ameriprise Financial Services, LLC in Florida, Rhode Island, and Texas.
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.
Asset allocation services
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.
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2
FL
11/22/2019 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
03/21/2014 - 12/02/2019
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
05/25/2005 - 03/20/2014
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
MO
07/01/2003 - 05/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/15/1997 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/10/1996 - 12/18/1997
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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