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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 Adam is a financial advisor at Raymond James & Associates, Inc. Lawrence Adam has been in the industry since November 1995 and is registered with the state of Maryland. Lawrence Adam has a Series 65 and Series 63 license and has been a professor/teacher at Loyola University Maryland since November 2018. Lawrence Adam also previously worked at Deutsche Bank Securities Inc. and Alex. Brown & Sons Incorporated. Lawrence Adam specializes in financial planning, pension consulting, portfolio management for individuals and businesses and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MD
11/19/2018 - Present
Raymond James & Associates, Inc. (Hunt Valley MD)
MD
01/13/2001 - 11/21/2018
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
11/22/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 12/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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