Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Copeland is a financial advisor with over 35 years of experience in the industry. Lawrence is a registered representative of Commonwealth Financial Network, with a branch office located in Findlay, Ohio. Lawrence is also registered as an Investment Advisor Representative in the state of Ohio.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/17/2021 - Present
Commonwealth Financial Network (Findlay OH)
OH
06/02/2014 - 05/18/2021
VOYA FINANCIAL ADVISORS, INC. (Findlay OH)
OH
02/04/2008 - 06/03/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FINDLAY OH)
OH
04/11/2003 - 02/05/2008
LPL FINANCIAL CORPORATION (FINDLAY OH)
NE
09/22/1997 - 04/14/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
12/09/1987 - 09/23/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/28/1984 - 07/12/1985
ERIE CAPITAL INVESTMENT CORPORATION
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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