Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas John Lawrence is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the industry since 2002 and holds licenses in several states including Illinois, Iowa, Michigan, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin. Douglas specializes in providing financial planning, pension consulting, asset allocation services, educational seminars, and portfolio management for businesses and individuals. Douglas is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 63, and Series 65 exams.
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.
1
2
MN
05/11/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
07/05/2012 - 09/04/2013
GARDNER FINANCIAL SERVICES, INC. (EDINA MN)
MN
05/03/2011 - 03/08/2012
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
MN
01/01/2007 - 05/28/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/08/2002 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/09/2002 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Lawrence is the right advisor for you? Invested Better is here to help.
