Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Lawrence is an investment advisor representative at Cuso Financial Services, LP. Andrew has been in the securities industry since December 2003. Prior to joining Cuso Financial Services, LP, Andrew was associated with Raymond James Financial Services, Inc., Waddell & Reed, U.S. Bancorp Investments, Inc., Key Investment Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Andrew has a Series 66, Series 7 and SIE license and is registered in Arizona, California, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
WA
10/31/2017 - Present
Cuso Financial Services, LP (PUYALLUP WA)
WA
03/30/2017 - 09/26/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (FEDERAL WAY WA)
WA
06/02/2014 - 03/31/2017
WADDELL & REED (TACOMA WA)
WA
08/19/2009 - 06/03/2014
U.S. BANCORP INVESTMENTS, INC. (KENT WA)
WA
04/24/2006 - 07/16/2009
KEY INVESTMENT SERVICES LLC (ENUMCLAW WA)
MA
09/24/2003 - 03/24/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/24/2003 - 03/24/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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