Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence jan? Claim Your ProfileLawrence Jan Pere Serrano is an investment advisor representative with Valic Financial Advisors, Inc., based in Honolulu, Hawaii. Lawrence is a registered investment advisor with the state of Hawaii, as well as a registered representative with FINRA and a registered investment advisor in Georgia. Lawrence specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. They have been in the industry since 2015 and hold the Series 6, 7TO, 26, 63, and 65 licenses. Lawrence previously worked with Transamerica Financial Advisors, Inc. and has been with Valic Financial Advisors, Inc. since 2018.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
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2
HI
11/15/2018 - Present
Valic Financial Advisors, Inc. (HONOLULU HI)
HI
02/16/2017 - 11/08/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
03/30/2015 - 07/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
IA
Issued 08/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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