Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Segers is a financial advisor with over 30 years of experience in the industry. Lawrence is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Lawrence's previous firms include Prudential Securities Incorporated, Oberweis Securities, Inc., Hamilton Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Lawrence specializes in providing financial planning and investment consulting services to institutional clients, high-net-worth individuals, and businesses. Lawrence is licensed to provide securities and investment advisory services in multiple states.
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.
1
2
IL
04/22/2013 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
NY
06/09/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/25/1986 - 08/03/1999
OBERWEIS SECURITIES, INC.
NA
12/13/1988 - 06/02/1992
HAMILTON INVESTMENTS, INC.
NA
06/07/1984 - 06/20/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/23/1983 - 06/05/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 12/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
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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