Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Boxer is a financial professional with over 30 years of experience in the financial services industry. He currently works for Ameriprise Financial Services, LLC and has held licenses in multiple states, including New York, Connecticut, and Texas. Lawrence has a strong background in financial planning and investment management. Lawrence Boxer is a Certified Financial Planner™ professional and is dedicated to providing his clients with personalized financial advice. Lawrence Boxer's career began in 1989 at IDS Life Insurance Company in Minneapolis, Minnesota. He subsequently worked for Ameriprise Financial Services, Inc. before transitioning to Ameriprise Financial Services, LLC. Lawrence Boxer holds both state and federal licenses and has achieved multiple professional designations.
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.
Asset allocation 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
05/04/2022 - Present
Ameriprise Financial Services, LLC (Valhalla NY)
MN
07/18/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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