Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanley Lawrence is an investment advisor representative with Ameriprise Financial Services, LLC. David has been in the financial services industry since December 8, 1993 and holds the Series 7, Series 63, and Series 66 securities licenses. David has been registered with Ameriprise Financial Services, LLC since August 25, 2017. Previously, David was registered with Cetera Advisor Networks LLC and Financial Network Investment Corporation. David's primary office is located at 5172 Village Creek Dr, Ste 104, Plano, TX 75093.
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.
Asset allocation services
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
TX
08/25/2017 - Present
Ameriprise Financial Services, LLC (PLANO TX)
TX
09/10/2009 - 08/25/2017
CETERA ADVISOR NETWORKS LLC (DALLAS TX)
TX
02/11/1996 - 10/11/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (DALLAS TX)
MN
11/07/1991 - 12/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/07/1991 - 12/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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