Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Olin has been in the financial services industry since 1995. Lawrence is currently registered with Wells Fargo Clearing Services, LLC as a Registered Representative. Lawrence is also an Investment Advisor Representative. Lawrence is a Certified Financial Planner. Lawrence has passed the Series 63, Series 65, Series 7, Series 31 and SIE exams. Lawrence has worked at Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing Services, LLC since 2016. Lawrence has been registered with the state of Texas since 2003, when Lawrence was first registered with Prudential Securities Incorporated. Lawrence has been registered with the state of California since 2003, when Lawrence was first registered with Salomon Smith Barney 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
CA
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
NY
09/29/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/17/1995 - 10/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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