Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Schimel is a financial advisor at Ameriprise Financial Services, LLC. Lawrence has been in the industry since 1969 and has a broad range of experience. Lawrence is registered with the state of New York and Texas. Lawrence's previous experience includes working at Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., PaineWebber Incorporated, Shearson Lehman Hutton Inc., Prudential-Bache Securities Inc., Shearson Loeb Rhoades Inc., Shearson Hayden Stone Inc., and Hayden Stone Inc. Lawrence's specialties include asset allocation, financial planning, and portfolio management.
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
NY
02/03/2021 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
09/29/2004 - 10/13/2014
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
06/12/1994 - 10/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/08/1990 - 05/27/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/18/1988 - 06/06/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/03/1982 - 04/25/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
11/22/1977 - 08/09/1982
SHEARSON LOEB RHOADES INC.
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
06/26/1974 - 11/08/1974
HAYDEN STONE INC.
NA
12/11/1969 - 07/24/1974
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1977
PC - AMEX Put and Call Exam
BC
Issued 12/08/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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