Unclaimed Profile

Lawrence Joseph Granata

WORLD ASSET MANAGEMENT, INC.·DETROIT, Michigan

SIE, Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 14, Series 22, Series 24, Series 63, Series 65Clean record22 years registeredWORLD ASSET MANAGEMENT, INC.

411 WEST LAFAYETTE BLVD., DETROIT, MI 48226CRD# 1088599Firm CRD# 142108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Joseph Granata · DETROIT, MI

Registration

CRD #1088599 · WORLD ASSET MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD ASSET MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Sep 2017 – Jun 2021

TROY, MI

COMERICA SECURITIES

Mar 2006 – Sep 2016

DETROIT, MI

H&R BLOCK FINANCIAL ADVISORS, INC.

Jul 2004 – Mar 2006

DETROIT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 8

Series 9

Series 10

Series 14

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · July 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD ASSET MANAGEMENT, INC.

CRD 142108 · SEC 801-67327

AUM

$12.4B

Regulatory assets under management

Employees

100 client accounts

Services offered by WORLD ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WORLD ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Lawrence Joseph Granata offer?

Lawrence Joseph Granata specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Lawrence Joseph Granata's credentials?

Lawrence Joseph Granata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Joseph Granata located?

Lawrence Joseph Granata is based in DETROIT, Michigan, last registered with WORLD ASSET MANAGEMENT, INC..

How does Lawrence Joseph Granata charge for services?

Lawrence Joseph Granata's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD ASSET MANAGEMENT, INC.?

WORLD ASSET MANAGEMENT, INC. has approximately 13 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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