Unclaimed
Lawrence Salberg is a financial advisor at Ameriprise Financial Services, LLC. Lawrence has been in the industry since 2010. Lawrence holds the Series 7, SIE, and Series 66 licenses. Lawrence previously worked at LPL FINANCIAL LLC and Wells Fargo Advisors, LLC. Lawrence specializes in providing financial planning and investment advice to individuals, families, and businesses. Lawrence also offers a range of other services, such as asset allocation, portfolio management, and educational seminars.
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.
Asset allocation services
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
GA
03/02/2020 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
04/16/2015 - 03/10/2020
LPL FINANCIAL LLC (ATLANTA GA)
GA
03/07/2014 - 04/16/2015
INNOVATION PARTNERS LLC (DECATUR GA)
GA
01/25/2010 - 02/07/2014
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
BOTH
Issued 03/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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