Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Allan Blumenfeld is an active advisor in the financial services industry with over 39 years of experience. Lawrence is registered with First Heartland Capital, Inc. in Rancho Mirage, CA, and has been with the firm since January 2012. Lawrence has been involved in the financial services industry since May 22, 1983. Lawrence is a Chartered Financial Consultant and holds the following licenses: Series 6, Series 7, Series 22, Series 63, and SIE. Prior to joining First Heartland Capital, Inc., Lawrence was with Princor Financial Services Corporation in Chesterfield, MO from May 23, 1983 to January 9, 2012.
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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CA
01/04/2012 - Present
First Heartland Capital, Inc. (RANCHO MIRAGE CA)
MO
05/23/1983 - 01/09/2012
PRINCOR FINANCIAL SERVICES CORPORATION (CHESTERFIELD MO)
BC
Issued 07/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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