Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Clay Spencer is a registered investment advisor representative in Michigan. Lawrence is currently registered with Secure Asset Management, LLC and has been with the firm since 2014. Before that, Lawrence worked at Gradient Securities, LLC, Morgan Stanley, GWN Securities Inc., Professional Asset Management, Inc., Legacy Financial Services, Inc., MONY Securities Corporation, Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Lawrence has 24 years of experience in the securities industry. Lawrence holds licenses for Series 6, 7, 63, 66 and SIE exams.
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.
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.
Solicitor for 3rd party money managers
1
2
MI
12/05/2024 - Present
Secure Asset Management, LLC (TROY MI)
MI
04/14/2014 - 05/01/2015
GRADIENT SECURITIES, LLC (TROY MI)
MI
11/04/2010 - 01/23/2014
MORGAN STANLEY (BIRMINGHAM MI)
MI
02/01/2010 - 11/05/2010
GWN SECURITIES INC. (TROY MI)
MI
07/30/2007 - 01/29/2010
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
CA
06/02/2000 - 09/08/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
08/11/1998 - 05/25/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/12/1991 - 08/27/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/12/1991 - 08/27/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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