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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Delano is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been active in the industry since September 21, 1987. Lawrence has a strong track record of providing financial guidance and investment management services. Lawrence has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Lawrence specializes in investment management for individuals, businesses and charitable organizations. Lawrence holds the Series 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Lawrence is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/17/2015 - Present
Wells Fargo Clearing Services, LLC (PLEASANTON CA)
CA
01/02/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLEASANTON CA)
NY
09/22/1987 - 01/14/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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