Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Bedard is a financial advisor with over 27 years of experience in the financial industry. Lawrence is currently registered with D.h. Hill Advisors, Inc. and is licensed in Connecticut, Florida, Louisiana, New Jersey, New York, and Pennsylvania. Prior to joining D.h. Hill Advisors, Inc., Lawrence was a financial advisor with Fortune Financial Services, Inc., Moloney Securities Co., Inc., Alternative Wealth Strategies, Inc., Steven L. Falk & Associates Inc., Ameriprop, Inc., and Guardian Investor Services Corporation. Lawrence holds Series 6, 63, 65, 22 and SIE licenses and has a strong background in investment management, financial planning, and insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Percentage of assets from third party investment advisers
1
2
TX
12/17/2015 - Present
D.h. Hill Advisors, Inc. (KINGWOOD TX)
PA
01/08/2013 - 04/02/2013
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
MO
12/20/2010 - 12/31/2012
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
NY
10/30/2009 - 12/31/2010
ALTERNATIVE WEALTH STRATEGIES, INC. (JERICKO NY)
NY
04/17/2003 - 10/16/2009
STEVEN L. FALK & ASSOCIATES INC. (JERICHO NY)
NY
06/19/1997 - 04/21/2003
AMERIPROP, INC. (MELVILLE NY)
NY
08/19/1993 - 06/11/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 12/08/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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