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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Gorab is an investment advisor representative with Raymond James & Associates, Inc. Lawrence has been in the financial services industry since 1992 and has a strong track record of success. Lawrence has a Series 7, Series 31, Series 63, and Series 65 license and has passed the SIE exam. Lawrence is registered with the state of Colorado and other states. Lawrence specializes in providing investment advice to individuals, families, and businesses. Lawrence is committed to providing personalized financial guidance to help clients achieve their financial goals. Lawrence is a wealth manager, and he has extensive experience in financial planning, portfolio management, and retirement planning. Lawrence has a strong understanding of the financial markets and is committed to providing clients with the highest level of service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
05/03/2024 - Present
Raymond James & Associates, Inc. (COLORADO SPRINGS CO)
CO
03/14/2008 - 05/08/2024
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
01/05/2001 - 04/02/2008
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
NY
09/11/1992 - 01/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
12/12/1991 - 07/06/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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