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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 Gonnello is a financial advisor with over 25 years of experience in the industry. Lawrence is currently registered with Raymond James & Associates, Inc. in Florida and Texas. Lawrence has worked with a variety of clients, including high-net-worth individuals, corporations, and institutions.
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
FL
11/19/2020 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
06/05/2013 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
FL
06/01/2009 - 06/18/2013
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
MD
05/25/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/04/1999 - 05/21/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/08/1997 - 06/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/21/1997 - 11/12/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
05/07/1996 - 01/08/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
WI
03/07/1995 - 05/02/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/07/1995 - 04/09/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1995
Series 6 - Investment Company Products/Variable Contracts 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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