Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence McDonnell is a financial advisor with over 18 years of experience in the financial services industry. Lawrence is currently registered with Raymond James Financial Services Advisors, Inc., where they have been employed since November 2018. Prior to that, Lawrence was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated from February 2004 to November 2018. Lawrence is registered in multiple states and holds the Series 66, Series 7, and SIE licenses. Lawrence has a history of experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Lawrence provides a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
11/09/2018 - Present
Raymond James Financial Services Advisors, Inc. (VIRGINIA BEACH VA)
VA
02/04/2004 - 11/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 01/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence McDonnell is the right advisor for you? Invested Better is here to help.
