Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Durso is an investment advisor representative with Shorehaven Wealth Partners, LLC, based in Red Bank, NJ. Lawrence has been in the industry since 1978. Lawrence previously worked with Morgan Stanley, Wells Fargo Advisors, LLC, and Prudential Securities Incorporated, and was a registered representative with Merrill Lynch, Pierce, Fenner & Smith, Inc. Lawrence is a licensed insurance agent and also has securities licenses. Lawrence specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
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
NJ
07/23/2020 - Present
Shorehaven Wealth Partners, LLC (RED BANK NJ)
NJ
07/17/2020 - 08/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)
NJ
09/22/2011 - 07/23/2020
MORGAN STANLEY (RED BANK NJ)
NJ
07/01/2003 - 09/23/2011
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NY
04/16/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 05/24/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1998
Series 5 - Interest Rate Options Examination
BC
Issued 10/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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