Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Welsch is a financial professional with over 17 years of experience in the financial services industry. Lawrence is registered to provide investment advice in Hawaii. Lawrence is currently employed with State Farm Investment Management Corp. Lawrence is a Chartered Financial Consultant. Lawrence holds Series 6, Series 63, and SIE licenses. Lawrence is a registered investment advisor representative and registered agent in Hawaii. Lawrence has experience providing portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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HI
08/14/2018 - Present
State Farm Investment Management Corp. (Waipahu HI)
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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