Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Burke is a financial advisor with over 30 years of experience in the industry. Lawrence has held various roles throughout his career, including positions at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, BHCM INC., GNA SECURITIES, INC., and TRADITION BERISFORD (GOVERNMENT SECURITIES) INC. Lawrence is currently registered with Wells Fargo Clearing Services, LLC. Lawrence holds multiple securities licenses and is a registered investment advisor in several states. He is also a trustee for a family trust.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
09/30/2024 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
08/21/1996 - 02/08/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IL
10/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/01/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
VA
02/27/1991 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
11/09/1989 - 10/10/1990
TRADITION BERISFORD (GOVERNMENT SECURITIES) INC.
NY
12/20/1988 - 08/19/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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