Unclaimed
Laurence Donald Brown is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 24 years of experience in the industry. Laurence is registered as a registered representative in 22 states. Laurence earned his Series 63, 7, 24 and SIE licenses, and has worked for Raymond James & Associates, Inc. and Edward Jones. Laurence's experience and expertise make him a valuable resource for individuals and businesses seeking financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (PORT CLINTON OH)
OH
11/08/2010 - 01/12/2016
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE OH)
OH
10/10/2000 - 11/09/2010
EDWARD JONES (PORT CLINTON OH)
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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