Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Altman is a financial advisor with over 40 years of experience in the financial services industry. Laurence has a diverse background and has held various positions throughout their career, including working for Securian Financial Services, CRI Securities, and Consolidated Resources. Currently, Laurence is a registered representative with Cetera Investment Advisers LLC. Laurence specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Laurence is a Certified Financial Planner and holds Series 7, Series 24, and Series 63 licenses.
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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
08/06/1990 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (MINNETONKA MN)
NA
07/26/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
11/17/1981 - 07/23/1983
FDI SECURITIES, INC.
BC
Issued 12/08/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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