Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Peterson is a Registered Investment Advisor with Global View Capital Management LLC. Lawrence has been in the financial industry since 1995. He is a Series 6, 26, 63, 65, 99TO, and SIE licensed professional. Lawrence has experience in various areas, including insurance, marketing, and advisory services. He is an Independent Contractor for Global View Capital Advisors LLC and has worked for several other companies, including WMA Securities, Inc. and The Strategic Financial Alliance, Inc. He has a total of 6508 client accounts and manages over 593 million dollars in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 11/30/2023
PURSHE KAPLAN STERLING INVESTMENTS (SCHOFIELD WI)
WI
11/03/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUSAU WI)
WI
04/12/2002 - 11/02/2010
WORLD GROUP SECURITIES, INC. (WAUSAU WI)
GA
01/06/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
04/05/1995 - 12/31/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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