Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Gilbert Union is an active registered representative with LPL Financial LLC. Lawrence has been in the financial services industry since 2012 and has held prior positions with Wells Fargo Clearing Services, LLC, Edward Jones, and J.P. Morgan Securities LLC. Lawrence holds FINRA Series 6, 7, and 66 licenses. Lawrence's current branch office location is in Ft Myers, FL. Lawrence also has a real estate rental business.
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
FL
04/25/2023 - Present
LPL Financial LLC (FT MYERS FL)
FL
06/22/2020 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
09/26/2018 - 02/10/2020
EDWARD JONES (Fort Myers FL)
FL
11/21/2012 - 02/18/2015
J.P. MORGAN SECURITIES LLC (Fort Myers FL)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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