Unclaimed
Lawrence Larmer is an investment advisor representative with Osaic Advisory Services, LLC. Lawrence has been in the industry since August 7, 1981. Lawrence is registered to provide advisory services in several states, including New Jersey, Pennsylvania, California, Connecticut, Florida, Nevada, New York, South Carolina, Texas and Virginia. Lawrence is also registered as an investment advisor representative with the Financial Industry Regulatory Authority (FINRA). Lawrence has a wide range of experience in financial planning, portfolio management, and pension consulting. Lawrence is committed to providing clients with personalized and comprehensive financial advice to help them reach their financial goals.
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.
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.
1
2
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
AZ
02/17/1998 - 02/18/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/14/1995 - 06/16/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/22/1993 - 09/12/1995
NORCROSS SECURITIES, INC. (PHOENIX AZ)
NY
04/11/1988 - 07/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/13/1985 - 05/03/1988
THOMSON MCKINNON SECURITIES INC.
NA
06/27/1980 - 01/25/1985
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 08/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/30/1986
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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