Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Passaretti is a financial advisor with Osaic Wealth, Inc., with a focus on providing personalized financial advice and investment management. Lawrence's experience in the financial industry spans over four decades, having been registered with multiple firms since 1984. His expertise extends to various areas, including financial planning, portfolio management, and pension consulting. Lawrence is licensed and registered in multiple states, including Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming.
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.
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.
1
2
FL
12/13/2024 - Present
Osaic Wealth, Inc. (ST PETE BEACH FL)
NY
02/20/1986 - 02/25/2010
AXA ADVISORS, LLC (MELVILLE NY)
NY
02/20/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/21/1985 - 01/18/1986
CIGNA SECURITIES, INC.
NA
10/10/1984 - 03/20/1985
JOSEPHTHAL & CO., INCORPORATED
NA
05/04/1984 - 10/15/1984
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
NA
10/14/1983 - 03/14/1984
M V SECURITIES, INC. INC.
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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