Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Weiss is a financial advisor with Next Financial Group, Inc. Lawrence has been in the securities industry since December 27, 1999. Lawrence is registered with FINRA as a general securities representative and investment advisor representative in California. Lawrence also has a Series 63 license. Lawrence is a Certified Financial Planner. Lawrence is a member of the Next Financial Group, Inc. team based in the San Francisco office.
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.
Seminar/workshop attendance fees
1
2
CA
11/04/2005 - Present
Next Financial Group, Inc. (SAN FRANCISCO CA)
SC
04/26/2004 - 06/22/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
02/25/1999 - 12/31/2002
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NE
08/20/1998 - 02/10/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 10/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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