Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Veloudis iii is a registered representative with Equitable Advisors, LLC, a well-established financial services firm with a long history of serving clients in the United States. Lawrence holds the Series 6, SIE, and Series 6TO licenses, demonstrating a commitment to staying up-to-date on industry requirements and meeting client needs. Lawrence has previous experience working with AXA Advisors, LLC, further strengthening his expertise in the financial services field. Lawrence is dedicated to providing a high level of personalized service and helping clients reach their financial goals.
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
PR
03/30/2024 - Present
Equitable Advisors, LLC (PONCE PR)
PR
01/27/2015 - 05/17/2017
AXA ADVISORS, LLC (PONCE PR)
BC
Issued 03/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Veloudis iii is the right advisor for you? Invested Better is here to help.
