Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Zavadoff is a financial professional with over 25 years of experience in the financial services industry. Lawrence is currently registered with Capital Investment Advisory Services, LLC and holds Series 6, 7, and 63 licenses as well as the SIE designation. He is a Certified Financial Planner and has a strong background in financial planning, portfolio management, and investment advice. Lawrence has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Lawrence is committed to providing personalized financial advice and helping his clients achieve 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.
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.
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2
NC
03/05/2021 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NY
03/27/2007 - 02/09/2011
PARK AVENUE SECURITIES LLC (WOODBURY NY)
FL
09/28/1994 - 02/06/2007
BENJAMIN SECURITIES, INC. (PENSACOLA FL)
BC
Issued 10/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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