Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Fernandes Pereira is a financial professional with over 20 years of experience in the industry. Lawrence is currently registered with Capital Markets IQ, LLC and holds a Series 66, Series 63, Series 24, Series 14, Series 99TO, Series 3 and Series 7 licenses. Lawrence has held previous positions at Blueprint Capital Markets and Seagate Global Wealth Management. Lawrence provides financial planning services, including portfolio management for individuals and businesses. Lawrence also offers business consulting, educational seminars, and selection of other 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.
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.
Business consulting
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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TX
09/29/2016 - Present
Capital Markets IQ, LLC (ARLINGTON TX)
CA
01/29/2003 - 05/10/2023
BLUEPRINT CAPITAL MARKETS (REDONDO BEACH CA)
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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