Unclaimed
Alexander G. Lawrence is a registered representative with Park Avenue Securities LLC and has been in the industry since 2024. Alexander has experience in providing financial planning, portfolio management for individuals and educational seminars. The advisor is licensed in Utah and holds Series 63, Series 7TO and SIE licenses. Alexander is affiliated with Park Avenue Securities, a firm with a long history of providing financial services and is known for its commitment to providing high-quality service to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
UT
04/19/2024 - Present
Park Avenue Securities LLC (MURRAY UT)
BC
Issued 07/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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