Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Richard Fiorini is a financial advisor with over 30 years of experience in the industry. Lawrence is currently registered with Cetera Investment Advisers LLC and has held previous positions at Voya Financial Advisors, Inc., CliftonLarsonAllen Wealth Advisors, LLC, Valmark Securities, Inc., and Raymond James Financial Services, Inc. Lawrence has a broad range of experience and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Lawrence is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (TRAPPE PA)
PA
01/08/2021 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TRAPPE PA)
PA
01/15/2014 - 01/11/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (PLYMOUTH MEETING PA)
PA
03/02/2006 - 11/19/2013
VALMARK SECURITIES, INC. (PLYMOUTH MEETING PA)
PA
06/27/2001 - 02/23/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
TX
11/27/2000 - 07/23/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
06/19/2000 - 11/16/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
05/10/2000 - 06/15/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
11/30/1998 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MA
04/02/1998 - 01/21/1999
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
NY
07/01/1996 - 04/22/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
07/07/1994 - 07/01/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
12/07/1989 - 07/18/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/07/1989 - 07/18/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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