Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Natale is a financial advisor with over 25 years of experience in the industry. Lawrence is registered with PKS Advisory Services, LLC and is licensed to offer investment advice in multiple states. Lawrence provides financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Lawrence specializes in providing investment advice to high-net-worth individuals and families. Lawrence's previous affiliations include Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC and Citigroup Global Markets Inc.
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.
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2
NY
04/30/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NY
09/22/2016 - 04/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
01/30/2009 - 09/29/2016
WELLS FARGO ADVISORS, LLC (ALBANY NY)
NY
05/24/2002 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
NY
05/12/1994 - 05/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/20/1993 - 03/01/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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