Lawrence Koval
Financial Advisor at Lifemark Securities Corp.
- Role
- Financial Advisor at Strategic Financial Solutions
- Location
- Euclid, OH, US
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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