Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Michael Lawrence is an Investment Advisor Representative at Wellth Advisory Services, LLC. Brandon has been in the financial services industry since 2013 and has held previous roles at companies like Cetera Advisor Networks LLC, CRI Securities, LLC and Securian Financial Services, Inc. Brandon holds the Series 66, Series 7 and SIE licenses. Brandon has experience in working with individuals, corporations, businesses and charitable organizations. Brandon's specialties include portfolio management, financial planning, educational seminars and selection of other advisors.
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
IL
07/01/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
MN
09/14/2017 - 11/11/2020
CETERA ADVISOR NETWORKS LLC (MAPLE GROVE MN)
MN
06/15/2015 - 08/22/2017
CRI SECURITIES, LLC (ST CLOUD MN)
MN
06/15/2015 - 08/22/2017
SECURIAN FINANCIAL SERVICES, INC. (ST CLOUD MN)
BOTH
Issued 07/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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