Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lonski is a financial advisor registered with Osaic Wealth, Inc. and has been in the industry since October 1993. Lawrence has experience with various financial products and services, including securities, fixed and fixed indexed annuities, and insurance products. Lawrence is also an owner of rental properties and president of a non-profit corporation dedicated to rescuing animals. Lawrence provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and other investment advisors.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (WILTON CA)
CA
02/15/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WILTON CA)
CA
07/20/2009 - 03/01/2019
INDEPENDENT FINANCIAL GROUP, LLC (WILTON CA)
CA
08/13/2008 - 07/30/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
10/18/1993 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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