Unclaimed
Lawrence Giordano is a financial advisor with over 38 years of experience in the industry. Lawrence is registered with Janney Montgomery Scott LLC and has been with them since September 2008. Lawrence holds a Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10 license. Lawrence has been active in the industry since 1985 and provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
10/13/2010 - Present
Janney Montgomery Scott LLC (PURCHASE NY)
NY
05/22/1989 - 08/27/2008
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
NA
01/23/1985 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 05/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1984
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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