Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Mass has been working in the financial services industry since 1992. Laurence is a registered representative with Wells Fargo Advisors Financial Network, LLC, a subsidiary of Wells Fargo & Company. Laurence provides investment consulting services to institutional clients and offers financial planning, portfolio management for businesses and individuals, and pension consulting. Laurence is registered with the Securities and Exchange Commission as a Registered Investment Advisor.
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.
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2
NC
04/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
01/01/2008 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
01/02/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILMINGTON NC)
NY
11/12/2001 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/26/1992 - 10/26/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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