Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Baird is a financial advisor with Osaic Wealth, Inc. located in ANN ARBOR, MI. Lawrence has been in the industry since September 23, 1991. Lawrence is registered to provide advisory services in 31 states and holds multiple licenses, including Series 7, Series 63, Series 65, and Series 24. Osaic Wealth, Inc. is an independent wealth management firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (ANN ARBOR MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
05/16/2000 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)
AL
04/15/1998 - 05/17/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
08/26/1997 - 04/15/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
09/24/1991 - 08/26/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 04/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/1992
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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