Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence D. Wimsatt is an Investment Advisor Representative at McManus Cooper. Lawrence has been in the financial services industry for 26 years. Lawrence has a Series 6, Series 7, Series 63 and Series 65 license. Lawrence is a Certified Financial Planner.
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.
Solicitor/referral fees
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2
CA
07/23/2015 - Present
McManus Cooper (IRVINE CA)
CA
06/25/2015 - 03/27/2020
SECURITIES AMERICA, INC. (LONG BEACH CA)
CA
06/07/2010 - 06/29/2015
LPL FINANCIAL LLC (LONG BEACH CA)
CA
04/01/2005 - 06/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
MN
04/01/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
08/30/2001 - 03/30/2005
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
MI
06/08/2001 - 08/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
01/24/2000 - 12/06/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
MN
07/13/1999 - 01/12/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CA
08/06/1997 - 05/19/1999
GOLDEN STATE MUTUAL SECURITIES CORP. (LOS ANGELES CA)
NJ
05/22/1996 - 04/15/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
03/15/1996 - 05/14/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
04/24/1995 - 11/27/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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