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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Weil is a financial advisor currently associated with Fidelity Personal and Workplace Advisors. Lawrence has been in the industry since August 11, 1991. Lawrence is licensed in Alabama and Texas. Lawrence is a Registered Representative with FINRA and an Investment Advisor Representative. Lawrence has experience working with individuals, high net worth individuals, corporations, businesses, and pension and profit sharing plans.
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.
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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2
AL
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (BIRMINGHAM AL)
AL
05/27/2014 - 10/23/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TUSCALOOSA AL)
FL
05/01/2013 - 04/22/2014
OPPENHEIMER & CO. INC. (SARASOTA FL)
FL
07/31/2012 - 05/02/2013
ARETE WEALTH MANAGEMENT, LLC (SARASOTA FL)
FL
11/18/2010 - 08/06/2012
METLIFE SECURITIES INC. (SARASOTA FL)
FL
05/18/2010 - 11/11/2010
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
02/22/2008 - 07/08/2009
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
FL
07/31/2000 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (BRADENTON FL)
NY
03/01/1999 - 08/01/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/01/1995 - 03/24/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/17/1994 - 12/22/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/18/1988 - 04/22/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
01/19/1988 - 04/26/1988
SHELTER ROCK SECURITIES CORP.
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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