Unclaimed
Duane Lawrence is a registered investment advisor representative with PFS Investments Inc., and has been in the industry since June 24, 2001. Duane has a wide range of experience in financial services and specializes in providing financial advice to individuals. Duane also works with corporations and other businesses, and charitable organizations. Duane Lawrence is a valuable resource for clients seeking financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/11/2012 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
IA
Issued 11/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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