Lawrence Passaretti Email & Phone Number
Chief Executive Officer and Chief Investment Officer @ PPS Advisors, Inc.
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Lawrence Passaretti Location
- Holbrook, NY, US
Lawrence Passaretti Work
- 2010 -now Chief Executive Officer and Chief Investment Officer @
- 1986 -2010 Financial Advisor @
- 1982 -1985 Financial Advisor @ Morgan Olmstead, Kennedy & Gardner
- 1979 -1982 Trader @ Lehman Brothers
Lawrence Passaretti Education
- Long Island University, C.W. Post Campus 1976-1979
Lawrence Passaretti Skills
- Retirement Planning
- Wealth Management
- Insurance
- Strategic Financial Planning
- Wealth Management Services
- Investment Management
- Investments
- Financial Services
- Asset Management
- Investment Advisory
- Series 7
- Asset Allocation
- Finance
- Series 24
- Series 52
- Series 63
- Series 65
- Portfolio Management
- Mutual Funds
- Securities
- Equities
- Alternative Investments
- Financial Advisory
- Leadership
- Customer Service
- Fixed Income
- Sales
- Financial Planning
- Strategic Planning
- Trading
- Investment Strategies
Lawrence Passaretti Summary
- Lawrence Passaretti, based in Holbrook, NY, US, is currently a Chief Executive Officer and Chief Investment Officer at PPS Advisors Inc. Lawrence Passaretti brings experience from previous roles at AXA Advisors, Morgan Olmstead, Kennedy & Gardner and Lehman Brothers. Lawrence Passaretti holds a 1976 - 1979 Long Island University, C.W. Post Campus. With a robust skill set that includes Retirement Planning, Wealth Management, Insurance, Strategic Financial Planning, Wealth Management Services and more. Lawrence Passaretti has 3 emails and 2 mobile phone numbers on RocketReach.
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