Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Stoa is a financial advisor at Concourse Financial Group Securities, Inc. based in Fargo, ND. Lawrence has been in the industry for nearly two decades and is licensed to sell securities in California, Minnesota and North Dakota. Lawrence has earned the Series 6, 7 and 63 licenses and the Securities Industry Essentials Exam (SIE). Lawrence previously worked with Associated Financial Services, Inc. in Fargo, ND, OneAmerica Securities, Inc. in Indianapolis, IN, and American United Life Insurance Company in Indianapolis, IN. Lawrence has a broad range of experience and expertise that can help you reach your financial goals. Lawrence is committed to providing clients with personalized financial advice and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ND
05/25/2012 - Present
Concourse Financial Group Securities, Inc. (FARGO ND)
ND
08/25/2006 - 11/28/2011
ASSOCIATED FINANCIAL SERVICES, INC. (FARGO ND)
IN
12/05/2001 - 09/16/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
12/05/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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