Unclaimed
Lawrence Baier is a financial advisor with over 20 years of experience in the financial services industry. Lawrence is currently registered with Wells Fargo Advisors Financial Network, LLC. Lawrence is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 3, 7, 9, 10, 66 and SIE license. Lawrence also has experience in portfolio management and provides investment consulting services to institutional clients. Lawrence's prior experience includes working at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WOODSTOCK IL)
IL
01/01/2008 - 02/04/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK IL)
IL
10/31/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WOODSTOCK IL)
BOTH
Issued 11/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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