Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lawrence is a financial advisor with B. Riley Wealth Advisors, Inc. Lawrence is based in Boston, MA and has been in the financial services industry since 2011. Lawrence holds Series 7 and Series 66 licenses and has a strong background in providing financial advice to individuals and families. Lawrence is also a registered investment advisor with the state of Massachusetts. Lawrence specializes in a wide range of financial services, including portfolio management, financial planning and retirement planning. Prior to joining B. Riley Wealth Advisors, Inc., Lawrence was a financial advisor with National Securities Corporation and Moors & Cabot, Inc.
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.
1
2
MA
06/22/2020 - Present
B. Riley Wealth Advisors, Inc. (Boston MA)
MA
06/18/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
07/01/2011 - 06/22/2020
MOORS & CABOT, INC. (BOSTON MA)
BOTH
Issued 06/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Lawrence is the right advisor for you? Invested Better is here to help.
