Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Perry is a financial advisor at MML Investors Services, LLC with over 30 years of experience in the industry. Lawrence is registered to provide investment advice and securities-related services in several states. Lawrence specializes in investment advice and financial planning for a variety of client types including individuals, corporations, trusts, pension and profit-sharing plans, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
ME
03/25/2017 - Present
MML Investors Services, LLC (Falmouth ME)
ME
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALMOUTH ME)
ME
08/31/2005 - 01/02/2015
NEW ENGLAND SECURITIES (FALMOUTH ME)
MA
01/05/1988 - 08/26/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/03/1986 - 01/19/1988
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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