Lawrence Koval

Financial Advisor at Lifemark Securities Corp.

Role
Financial Advisor at Strategic Financial Solutions
Location
Euclid, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lawrence Koval

Registered Representative and Investment Advisory Representative of and securities and investment advisory services offered through LifeMark Securities Corp, Member FINRA/SIPC. Strategic Financial Solutions is not affiliated with LifeMark Securities Corp.

Experience

  1. Financial Advisor

    Strategic Financial Solutions

    Jan 2002 — Present · Cleveland, OH, US

    I am an independent financial advisor working with clients to help build diversified investment portfolios. I look at ways to generate income from assets, put together adequate insurance protection, and formulate estate planning techniques. My broker/dealer offers a wide range of \"alternative investments\" which are incorporated to provide diversification to clients\' portfolios.

Education

  • John Carroll University

    B.A., Political Science, Music

    1970 — 1974

Skills

  • Portfolio Management
  • Financial Planning
  • Annuities
  • Asset
  • Insurance
  • Retirement Planning
  • Securities
  • Investments
  • Record Labels

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Lawrence Koval — Financial Advisor at Strategic Financial Solutions in Euclid, OH, US | Unifers