Unclaimed
Lawrence Zebko has been in the financial services industry since 1990. Lawrence is currently registered with Raymond James & Associates, Inc., and has been with the firm since 2000. Lawrence is also a registered investment advisor in Michigan and Texas. Lawrence has experience in providing investment advice to individuals, businesses, and institutions. Lawrence has a strong understanding of the financial markets and is dedicated to providing clients with personalized financial advice.
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.
Please see note in schedule d - miscellaneous
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
MI
08/05/2008 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
10/22/1986 - 06/12/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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