Unclaimed
Lawrence Gekiere is a financial advisor with over 50 years of experience in the financial services industry. Lawrence is currently registered with Osaic Wealth, Inc. in Dallas, Texas. Lawrence holds the Series 7, Series 63, Series 65, Series 24, Series 6TO, and SIE licenses. Lawrence also holds the Chartered Financial Consultant designation. In addition to his current role at Osaic Wealth, Inc., Lawrence has previously held positions at Securities America, Inc., VeraVest Investments, Inc., The Lincoln National Life Insurance Company, and The Equitable Life Assurance Society of the United States.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
11/20/2003 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
MA
08/04/1981 - 11/18/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
11/12/1976 - 12/05/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
06/03/1970 - 06/28/1975
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 01/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1970
V06 - Variable Annuities Module Examination
Active
Inactive
F
FINRA
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