Unclaimed
Kevin Michael Lawlor is an experienced financial professional who has been in the industry since 1989. Kevin is a registered representative of Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Kevin holds the Series 27, SIE and Series 99TO licenses and specializes in providing financial planning and investment advice to a variety of clients, including individuals, families, businesses, and charitable organizations. Kevin is dedicated to providing personalized financial guidance that helps clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/24/2008 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/24/2008 - 11/18/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
05/17/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 05/27/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kevin Lawlor is the right advisor for you? Invested Better is here to help.