Unclaimed
Cindy Lawrimore is a financial advisor in Columbus, GA. Cindy has been working in the financial industry since 1985. Currently, Cindy is registered with Wells Fargo Advisors Financial Network, LLC. Previously, Cindy has worked at WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Cindy holds the Series 3, 7, 9, 10, 63, and 65 licenses. Cindy has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
GA
10/08/2020 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS GA)
GA
07/01/2003 - 10/08/2020
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
NY
09/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/22/1985 - 10/05/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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