Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Edward Lawrence is a financial advisor with over 35 years of experience in the industry. Alan is registered with Wells Fargo Clearing Services, LLC in Washington, New Mexico, and Texas. Alan previously worked at Edward Jones for over 26 years in Edmonds, Washington. Alan is a Chartered Financial Consultant and has passed the Series 7, Series 63, Series 66, and SIE exams. Alan has expertise in retirement planning, investment planning, insurance, and college savings. He provides investment consulting services to institutional clients as well as investment planning to individuals. Alan is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
09/05/2014 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
03/22/1988 - 09/08/2014
EDWARD JONES (EDMONDS WA)
BOTH
Issued 06/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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