Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Barrett is a financial advisor with over 50 years of experience in the industry. Lawrence currently works with Osaic Wealth, Inc. and has been with the firm since January 2025. Lawrence holds a Series 7TO, Series 63, and Series 24 license. Lawrence is also a Chartered Financial Consultant. Lawrence has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
1
2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (ORANGE VILLAGE OH)
IN
06/16/1999 - 07/08/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VT
03/22/1996 - 06/16/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
11/09/1988 - 03/26/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/02/1984 - 11/30/1988
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
02/07/1983 - 02/02/1984
SUNCAN EQUITY SERVICES COMPANY
NA
10/06/1976 - 12/28/1982
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
08/20/1976 - 11/01/1976
CHRISTIAN FINANCIAL PLANNING CO.
NA
03/04/1976 - 11/01/1976
INTERNATIONAL SECURITIES CORP.
NA
07/14/1975 - 10/25/1975
CAPITAL ANALYSTS, INCORPORATED
NA
04/24/1975 - 07/18/1975
INVESTMENT MANAGEMENT & RESERACH INC
NA
08/24/1972 - 07/18/1975
FINANCIAL SERVICE CORPORATION OF AMERICA
NA
08/24/1972 - 04/15/1974
FUNDAMENTAL SERVICE CORPORATION
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Barrett is the right advisor for you? Invested Better is here to help.
