Unclaimed
Lawrence Vandemark is a financial professional with experience in the financial services industry. Lawrence is currently registered with LPL Financial LLC as a Registered Representative. Lawrence has previously worked with NYLIFE Securities LLC. Lawrence has passed the Series 63, SIE and Series 6TO exams. Lawrence specializes in various areas, including: Investments, Insurance, Financial Planning, Retirement Planning, Estate Planning, and Mutual Funds.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/18/2024 - Present
LPL Financial LLC (NEWBURGH NY)
NY
01/01/2021 - 12/07/2022
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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