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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Young is a financial advisor at Morgan Stanley with over 15 years of experience in the financial services industry. Lawrence has a strong track record of success in providing financial advice to individuals, families, and businesses. Lawrence has earned several professional designations and has a broad range of expertise, including investment management, financial planning, and retirement planning. Lawrence is committed to providing personalized service and helping clients achieve their financial goals. Lawrence is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
08/04/2022 - Present
Morgan Stanley (Clayton MO)
MO
02/28/2007 - 07/19/2022
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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