Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Stevenson is an investment advisor representative at LPL Financial LLC. Lawrence has over 25 years of experience in the financial services industry. Lawrence is licensed in California. Lawrence has a Series 7, Series 9, Series 10, Series 31, Series 63 and Series 65. Lawrence previously worked at Northwestern Mutual Investment Services, LLC, TD Ameritrade, Inc., Fidelity Brokerage Services LLC, Banc of America Investment Services, Inc., and Morgan Stanley DW Inc.
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.
Consulting and other non-discretionary advisory services
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
CA
04/25/2023 - Present
LPL Financial LLC (VALENCIA CA)
CA
11/19/2010 - 04/04/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HLS CA)
CA
12/22/2009 - 10/21/2010
TD AMERITRADE, INC. (THOUSAND OAKS CA)
CA
06/22/2009 - 12/02/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HILLS CA)
CA
10/24/2007 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (THOUSAND OAKS CA)
CA
08/05/2005 - 10/10/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
NY
10/24/1997 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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