Unclaimed
Lawrence James Davis is a registered representative with Fifth Third Securities, Inc. based in Avon, OH. Lawrence has been in the securities industry since October 10, 2000. Lawrence James Davis is registered with 17 states and has Series 66, SIE, and Series 7 securities licenses. Lawrence has previously worked for NATCITY INVESTMENTS, INC. and NATCITY INSURANCE SERVICES, INC. Lawrence James Davis is a specialized advisor with expertise in insurance, annuities, mutual funds, and fixed income.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/24/2005 - Present
Fifth Third Securities, Inc. (AVON OH)
OH
10/10/2000 - 05/03/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/28/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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