Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Bernert is a financial advisor with Clearstead Advisory Solutions. Lawrence is a registered Investment Advisor in North Carolina, Texas and Virginia. Lawrence has over 30 years of experience in the financial services industry. Lawrence holds the Series 7, Series 63 and Series 65 licenses. Lawrence is also a Chartered Financial Analyst. Lawrence has previously worked for Morgan Keegan & Company, Inc. in Memphis, TN. and Wilbanks, Smith & Thomas Asset Management LLC in Norfolk, VA.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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 for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
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2
OH
05/06/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
TN
10/07/1993 - 09/29/1995
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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