Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence G. Perez is a financial advisor currently registered with Allstate Financial Services, LLC in Riverside, CA. Lawrence has been working in the financial industry since 2002. Lawrence is licensed to conduct securities business in California. Lawrence also holds the Series 6 and SIE licenses.
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.
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.
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CA
08/17/2021 - Present
Allstate Financial Services, LLC (RIVERSIDE CA)
CA
05/05/2006 - 04/20/2021
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
NY
02/05/2003 - 10/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
12/19/2001 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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