Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence State is a financial advisor with Ameriprise Financial Services, LLC, based in Boca Raton, Florida. Lawrence has been a registered investment advisor for over 30 years, working previously with Raymond James & Associates, Inc. and Janney Montgomery Scott LLC. Lawrence holds Series 7, 63 and 65 securities licenses and has a strong focus on financial planning, asset allocation services, pension consulting, and educational seminars. Lawrence's specializations include but are not limited to: financial planning, asset allocation services, retirement planning, education planning, and insurance planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
02/17/2017 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
09/19/2006 - 02/21/2017
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
03/01/1999 - 10/09/2006
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
NA
02/05/1999 - 03/01/1999
JANNEY MONTGOMERY SCOTT INC.
NJ
09/17/1993 - 02/23/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/15/1989 - 09/24/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/21/1982 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 05/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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