Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lawrence is a financial advisor with over 30 years of experience in the financial services industry. Daniel has been registered with MWA Financial Services Inc. since 2001 and previously held registrations with other firms such as Locust Street Securities, Inc., American General Securities Incorporated, USLIFE Equity Sales Corp., Decade Securities Corp., Lake Geneva Investments, Ltd. and Pavek Investments Inc. Daniel is licensed to provide financial services in multiple states, including California, Florida, Illinois, Wisconsin, Arizona, Arkansas, Connecticut, Georgia, Indiana, Iowa, Kentucky, Maryland, Michigan, Minnesota, New Hampshire, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Washington. Daniel offers financial planning, portfolio management for individuals and businesses, 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.
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
WI
01/01/2025 - Present
MWA Financial Services Inc. (MILWAUKEE WI)
IA
01/26/2000 - 11/01/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
AZ
10/01/1997 - 12/31/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
06/09/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
WI
02/12/1990 - 09/24/1990
DECADE SECURITIES CORP. (BROOKFIELD WI)
NA
06/26/1987 - 01/10/1990
LAKE GENEVA INVESTMENTS, LTD.
NA
04/10/1987 - 07/14/1987
PAVEK INVESTMENTS INC.
BC
Issued 03/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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