Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hike? Claim Your ProfileHike Lawrence Lee is a financial advisor with over 18 years of experience in the financial services industry. Lawrence is currently registered with Oneamerica Securities, Inc. and is licensed to provide advisory services in California, Florida, Illinois, Indiana, Kentucky and Wisconsin. Lawrence previously worked at HORNOR, TOWNSEND & KENT, INC. and SIGNATOR INVESTORS, INC. Lawrence holds Series 7 and Series 66 licenses and the Securities Industry Essentials Examination. Lawrence offers financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and educational seminars. Lawrence specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Lawrence also provides non-variable insurance sales (fixed life, fixed annuities).
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.
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
IL
01/12/2018 - Present
Oneamerica Securities, Inc. (Lincolnshire IL)
IL
12/03/2008 - 01/12/2018
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
01/01/2005 - 12/10/2008
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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