Unclaimed
Lawrence Mjovig is a financial advisor with LPL Financial LLC in KALAMAZOO, MI. Lawrence has been in the financial industry since 1995 and holds a Series 63, Series 65, Series 7, and Series 4 licenses. Lawrence also has extensive experience in the financial services industry, having worked at a number of firms, including H&R BLOCK FINANCIAL ADVISORS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Lawrence is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
1
2
MI
10/20/2010 - Present
LPL Financial LLC (KALAMAZOO MI)
MI
03/01/1996 - 09/21/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
08/01/1995 - 01/03/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/1995 - 01/03/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Mjovig is the right advisor for you? Invested Better is here to help.