Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Edward Martin is a financial professional with over 20 years of experience in the financial services industry. Laurence is currently registered with Advisory Services Network, where he serves as an Investment Advisor Representative. Laurence holds the Series 4, 7, 8, 63, and 65 licenses, and is also a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant. Laurence has previously worked at a variety of firms including E*TRADE Securities LLC, Cambridge Investment Research, Inc., Princor Financial Services Corporation, Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Laurence is a licensed insurance agent and owns Roswell Asset Advisors, LLC, an insurance agency. Laurence specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Laurence is dedicated to helping 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.
Helps you choose top advisors aligned with your financial goals.
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
GA
12/12/2022 - Present
Advisory Services Network (Roswell GA)
GA
07/26/2012 - 07/16/2013
E*TRADE SECURITIES LLC (ALPHARETTA GA)
CT
05/20/2011 - 07/26/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (TRUMBULL CT)
CT
06/21/2010 - 05/20/2011
PRINCOR FINANCIAL SERVICES CORPORATION (NORWALK CT)
CT
09/26/2003 - 06/02/2010
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
RI
11/22/1999 - 09/29/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/23/1996 - 11/22/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 11/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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