Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Fotsch is an investment advisor representative with Cetera Investment Advisers LLC. Laurence has been in the financial services industry since 2011. Laurence has a Series 7, Series 66 and SIE license. Laurence has a strong track record of providing financial advice to individuals, families, and businesses. Laurence is committed to providing personalized financial planning and investment management services to meet the unique needs of each client. Laurence's expertise includes retirement planning, college savings, estate planning, and investment management. Laurence's goal is to help clients achieve their financial goals through a comprehensive and collaborative approach.
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.
1
2
WY
03/21/2024 - Present
Cetera Investment Advisers LLC (CHEYENNE WY)
CO
05/22/2017 - 01/31/2023
CENTAURUS FINANCIAL, INC. (FORT COLLINS CO)
CO
10/24/2011 - 05/25/2017
WADDELL & REED (FT. COLLINS CO)
BOTH
Issued 01/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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