Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilee? Claim Your ProfileEmilee Lawrence is a financial advisor with over 11 years of experience in the industry. Emilee is currently registered with LPL Financial LLC in Michigan and Wisconsin. Emilee specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Emilee is also registered as an investment advisor representative in Michigan and Wisconsin. Emilee has previously worked with CUNA Brokerage Services, Inc., M Holdings Securities, Inc., JP Morgan Securities LLC, PNC Investments, and Essex National Securities, LLC.
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.
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2
MI
03/28/2023 - Present
LPL Financial LLC (Mattawan MI)
MI
01/14/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (KALAMAZOO MI)
MI
03/25/2019 - 11/11/2019
M HOLDINGS SECURITIES, INC. (KALAMAZOO MI)
MI
01/09/2018 - 04/09/2019
LPL FINANCIAL LLC (PORTAGE MI)
MI
05/04/2017 - 01/03/2018
J.P. MORGAN SECURITIES LLC (PORTAGE MI)
MI
06/21/2013 - 05/01/2017
PNC INVESTMENTS (KALAMAZOO MI)
CA
08/22/2011 - 06/12/2013
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
IA
Issued 11/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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