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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Skolnik is a financial advisor with over 29 years of experience in the industry. Laurence is currently registered with LPL Financial LLC in Wisconsin and has been with the firm since March 2021. Laurence previously worked at BMO HARRIS FINANCIAL ADVISORS, INC. in Madison, Wisconsin from July 2011 to March 2021. Laurence is also registered in several other states including Arizona, Colorado, Florida, Illinois, Iowa, Minnesota, West Virginia, and Wisconsin. Laurence holds Series 63, 65, 66 and 7 securities licenses and a Series 24 principal license.
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.
1
2
MN
03/24/2021 - Present
LPL Financial LLC (RICHFIELD MN)
WI
03/14/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)
MO
01/15/2007 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
CA
01/29/1997 - 02/22/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
01/04/1993 - 01/30/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
09/03/1991 - 11/17/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
02/22/1985 - 01/04/1988
MML INVESTORS SERVICES, INC.
NA
07/09/1982 - 01/15/1985
ANDERSON & STRUDWICK, INCORPORATED
NA
11/01/1981 - 12/11/1981
ANDERSON & STRUDWICK, INCORPORATED
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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