Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Morales Martin is a financial advisor with Citigroup Global Markets Inc. based in Houston, Texas. Lawrence has been working in the financial industry since 2005 and holds the Series 7, Series 63, Series 79TO, Series 24, and SIE licenses. Lawrence has been registered with Citigroup Global Markets Inc. since 2016 and previously worked at DEUTSCHE BANK SECURITIES INC. Lawrence specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, investment companies, charitable organizations, and state or municipal government entities. Lawrence and Citigroup Global Markets Inc. manage over $50 billion in assets for clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/02/2016 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
TX
01/20/2015 - 10/19/2016
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
TX
11/03/2005 - 01/16/2015
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BC
Issued 11/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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