Unclaimed
Lawrence T. Singer is a financial advisor with Ameriprise Financial Services, LLC with over 19 years of experience in the industry. Lawrence is registered to provide investment advice in 22 states. He has a Series 66 and Series 63 license and holds the SIE and Series 7 securities licenses. He is also a Board Member at Singer. Lawrence specializes in providing financial planning, asset allocation services, portfolio management for businesses and individuals, pension consulting, and educational seminars. Lawrence T. Singer has served clients at Ameriprise Financial Services, LLC for 3 years.
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
MD
06/02/2019 - Present
Ameriprise Financial Services, LLC (Ellicott City MD)
MD
05/06/2004 - 01/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ANNAPOLIS MD)
MN
05/06/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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