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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 Perl is a registered representative with Morgan Stanley. Lawrence is a veteran of the financial services industry with over 35 years of experience. Lawrence holds Series 3, 7, 63, and 65 licenses as well as the SIE exam. In addition to being a registered representative, Lawrence is also an investment advisor representative in California, New Hampshire, New Jersey, and Texas. Lawrence has worked for Morgan Stanley since June 2009. Before that, Lawrence was employed by Morgan Stanley DW INC. Lawrence works with individuals, high net worth individuals, investment companies, insurance companies, pension and profit-sharing plans, charitable organizations, corporations or other businesses, state or municipal government entities, and banking or thrift institutions. Lawrence provides portfolio management for individuals, businesses, and investment companies. Lawrence also offers financial planning services and asset allocation 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.
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
NJ
06/01/2009 - Present
Morgan Stanley (Paramus NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
05/20/1986 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
IA
Issued 10/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
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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