Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Carter is a financial advisor with over 25 years of experience in the financial services industry. Lawrence is currently registered with Santander Securities LLC and holds Series 6, 7, 24, 26, and 63 licenses. Lawrence has previously worked with CCO Investment Services Corp., John Hancock Funds, Inc. and John Hancock Distributors, Inc.. Lawrence specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/21/2012 - Present
Santander Securities LLC (Boston MA)
RI
11/06/1998 - 08/03/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
12/02/1992 - 06/30/1998
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
01/25/1991 - 06/29/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/25/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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