Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Edward Marin is a financial advisor with over 28 years of experience in the industry. Lawrence currently works with Wells Fargo Clearing Services, LLC and is registered in North Carolina and South Carolina. Lawrence has a strong background in providing investment advice to both individuals and businesses and specializes in financial planning, retirement planning, and portfolio management. Lawrence is committed to providing personalized service to clients and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NC
08/17/2021 - Present
Wells Fargo Clearing Services, LLC (GASTONIA NC)
NY
11/06/1998 - 12/17/2007
UBS FINANCIAL SERVICES INC. (SOUTHAMPTON NY)
NY
01/11/1995 - 11/17/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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