Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Vogelpohl is an active financial advisor with over 20 years of experience in the industry. Lawrence is registered with Fidelity Personal AND Workplace Advisors and has a Series 66 license and a Series 63 license. Lawrence has also passed the General Securities Sales Supervisor - General Module and the General Securities Sales Supervisor - Options Module exams. Lawrence holds registrations in Kentucky, Texas, and 12 other states and the District of Columbia. Lawrence has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, 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.
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.
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2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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