Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Petz is a financial advisor with Creativeone Securities, LLC. Lawrence is registered with the state of Florida and nine other states. Lawrence is licensed to provide financial advice, including financial planning, selection of other advisors, and portfolio management for individuals. Lawrence has been providing financial advice since 2008. Lawrence specializes in providing financial planning and investment management services to individual and high-net-worth clients.
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.
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.
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FL
10/19/2023 - Present
Creativeone Securities, LLC (West Palm Beach FL)
FL
03/14/2008 - 10/19/2023
KCD FINANCIAL, INC. (West Palm Beach FL)
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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