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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 Rosa is a financial advisor who has been in the industry since 2013 and is currently registered with Mariner Wealth in both New York and New Jersey. Lawrence is a Certified Financial Planner™ and holds a Series 65 license. He specializes in providing financial planning, portfolio management, and family office services to individuals, families, and businesses. Lawrence has experience working with clients of all sizes, including high-net-worth individuals, corporations, and charitable organizations.
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.
Family office services
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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NY
06/08/2021 - Present
Mariner Wealth (NEW YORK NY)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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