Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Lawrence is a financial advisor registered with Executive Wealth Management, LLC. David has been in the financial industry since July 2013, with experience at TD Ameritrade, Inc., DWS Distributors, Inc. and UBS Financial Services Inc. David is also registered as an Investment Advisor Representative with the state of Florida, Illinois, Michigan, New York, North Carolina, Ohio, and South Carolina. David Lawrence holds the Series 7, Series 65, and Series 66 securities licenses.
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.
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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MI
07/25/2023 - Present
Executive Wealth Management, LLC (Niorthville MI)
IL
12/14/2018 - 04/28/2022
TD AMERITRADE, INC. (CHICAGO IL)
IL
09/27/2016 - 11/09/2018
DWS DISTRIBUTORS, INC. (CHICAGO IL)
IL
09/15/2014 - 08/30/2016
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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