Unclaimed
Lawrence Beville is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Lawrence has over 23 years of experience in the financial services industry. Lawrence has been registered with Wells Fargo Advisors Financial Network, LLC since April 2023. Lawrence has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Lawrence is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Lawrence is also registered as an Investment Advisor Representative in Texas.
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
MO
05/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
12/09/2020 - 04/12/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
08/14/2019 - 12/16/2020
AMERIPRISE FINANCIAL SERVICES, LLC (CHESTERFIELD MO)
MO
05/07/2008 - 08/16/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
06/15/2005 - 10/11/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MO
05/13/2002 - 01/28/2004
EDWARD JONES (ST. LOUIS MO)
NJ
03/10/2000 - 05/23/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/13/1998 - 03/29/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
06/06/1997 - 07/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/06/1997 - 07/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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