Lawrence Email & Phone Number
CERTIFIED FINANCIAL PLANNER practitioner @ MassMutual
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Lawrence Location
- Fort Lauderdale, FL, US
Lawrence Work
- 2017 -now CERTIFIED FINANCIAL PLANNER practitioner @
- 2007 -2017 CERTIFIED FINANCIAL PLANNER @ JANNEY MONTGOMERY SCOTT
- 1991 -2007 VICE PRESIDENT INVESTMENTS @ SMITH BARNEY..PAINE WEBER..PRUDENTIAL
- 1979 -1986 National Sales Manager and National Advertising Manager @ Lou Taylor Inc.
Lawrence Education
- UNIVERSITY OF SOUTH FLORIDA COLLEGE OF FINANCIAL PLANNING DENVER
CERTIFIED FINANCIAL PLANNER Practioner (College of Financial Planning)
1975-1979 - North Miami Beach
Lawrence Skills
- Estate Planning
- Series 63
- Certified Financial
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Financial Goals
- Certified Financial Planner
- Certified Financial Planner Practioner
- Financial Reporting
- Strategic Financial
- Due Diligence
- Retirement
- Series 7
Lawrence Summary
- Lawrence, based in Fort Lauderdale, FL, US, is currently a CERTIFIED FINANCIAL PLANNER practitioner at MassMutual Financial Group. Lawrence brings experience from previous roles at JANNEY MONTGOMERY SCOTT, SMITH BARNEY..PAINE WEBER..PRUDENTIAL and Lou Taylor Inc.. Lawrence holds a 1975 - 1979 CERTIFIED FINANCIAL PLANNER Practioner in College of Financial Planning @ UNIVERSITY OF SOUTH FLORIDA COLLEGE OF FINANCIAL PLANNING DENVER. With a robust skill set that includes Estate Planning, Series 63, Certified Financial, Fixed Annuities, Insurance and more. Lawrence has 1 emails and 3 mobile phone numbers on RocketReach.
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