Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Ralph Amodie II is an Investment Advisor Representative at Tiaa-Cref Individual & Institutional Services, LLC. Lawrence has been in the financial services industry since 1998. Lawrence has Series 63, 65, 66, and 7 licenses as well as the SIE exam. Lawrence also has experience with a variety of financial firms including CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., VALIC FINANCIAL ADVISORS, INC., and QUEST CAPITAL STRATEGIES, INC. Lawrence is registered with the state of Pennsylvania and West Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
05/02/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
PA
01/26/2022 - 04/24/2023
CHARLES SCHWAB & CO., INC. (Pitsburgh PA)
PA
05/12/2015 - 04/24/2023
TD AMERITRADE, INC. (PITTSBURGH PA)
OH
09/02/2014 - 05/07/2015
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
CA
11/14/2013 - 05/05/2014
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
FL
09/17/2008 - 09/19/2013
CNL SECURITIES CORP. (ORLANDO FL)
FL
01/29/2007 - 01/31/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
CA
01/31/2002 - 01/04/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
10/12/2000 - 06/19/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
01/03/2000 - 06/15/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
01/19/2000 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
02/01/2000 - 10/04/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
06/22/1998 - 12/21/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 01/26/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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