Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Baetens is a financial professional with over 30 years of experience in the industry. Lawrence is currently registered with Innovation Partners LLC in Charlotte, NC. Lawrence has a wide range of experience, having worked for a number of firms in various roles. Lawrence is well-versed in a variety of financial products and services, including investment company products, variable contracts, and qualified retirement plans. Lawrence is committed to providing clients with the highest quality financial advice and guidance.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/07/2022 - Present
Innovation Partners LLC (CHARLOTTE NC)
MI
06/17/2020 - 10/17/2022
PURSHE KAPLAN STERLING INVESTMENTS (Clinton Twp MI)
MI
02/08/2002 - 07/15/2020
MICHIGAN SECURITIES, INC. (CLINTON TWP. MI)
MI
07/08/1994 - 02/07/2002
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
NY
06/25/1992 - 06/30/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/16/1991 - 05/28/1992
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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