Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Stack is a financial advisor with Osaic Wealth, Inc. He is a Certified Financial Planner and a Chartered Financial Consultant. Lawrence has been in the financial industry since 1983 and has a broad range of experience in helping clients achieve their financial goals. Lawrence specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. He also provides educational seminars and helps clients select other advisors. Lawrence is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 24 states. Lawrence is committed to providing his clients with personalized service and helping them make informed financial decisions.
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.
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.
1
2
MI
07/30/2019 - Present
Osaic Wealth, Inc. (BINGHAM FARMS MI)
MI
06/15/2004 - 11/02/2018
SIGNATOR INVESTORS, INC. (BLOOMFIELD HILLS MI)
CT
08/02/2000 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NJ
07/26/1983 - 08/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Stack is the right advisor for you? Invested Better is here to help.
