Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Paul Story is a financial advisor in Stamford, CT. Lawrence Story is currently registered with Northwestern Mutual Investment Services, LLC. Lawrence Story has been in the financial services industry since 2023 and previously worked at MORGAN STANLEY. Lawrence Story has a Series 7TO, Series 66 and SIE license. Lawrence Story is registered with the state of Connecticut.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CT
09/03/2024 - Present
Northwestern Mutual Investment Services, LLC (Stamford CT)
NY
11/07/2023 - 06/05/2024
MORGAN STANLEY (New York NY)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lawrence Story is the right advisor for you? Invested Better is here to help.
