Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Maurice Lawson is a financial advisor with over 15 years of experience in the financial services industry. Derek has held positions with several well-known firms including J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and Edward Jones. Derek is currently registered with LPL Financial LLC and MPWM Advisory Solutions LLC, both of which are based in Suwanee, GA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/25/2021 - Present
LPL Financial LLC (SUWANEE GA)
GA
12/04/2015 - 04/05/2021
WELLS FARGO CLEARING SERVICES, LLC (SUWANEE GA)
GA
10/01/2012 - 12/15/2015
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
05/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAWRENCEVILLE GA)
GA
10/02/2007 - 04/29/2011
EDWARD JONES (LAWRENCEVILLE GA)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Lawson is the right advisor for you? Invested Better is here to help.
