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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 Brian Raymond is a financial advisor with over 40 years of experience in the financial industry. Lawrence is a Certified Financial Planner™ and Chartered Financial Consultant. Lawrence currently works for Sentinel Pension Advisors Inc. which is headquartered in Wakefield, MA. Lawrence is registered with the state of Michigan. Prior to working with Sentinel Pension Advisors Inc., Lawrence worked for Valmark Securities, Inc., AXA Advisors, LLC, 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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
MA
01/02/2020 - Present
Sentinel Pension Advisors Inc. (WAKEFIELD MA)
MI
01/31/2012 - 12/31/2019
VALMARK SECURITIES, INC. (BINGHAM FARMS MI)
MI
10/20/1980 - 02/01/2012
AXA ADVISORS, LLC (BINGHAM FARMS MI)
NY
09/05/1975 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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