Unclaimed
Lawrence Kyle Ruzicka is a financial professional registered with Ofg Financial Services, Inc. Lawrence has been in the industry for over 20 years. Lawrence has a Series 6, Series 63 and Series 65 licenses and holds registrations in Colorado, Ohio, Oklahoma and Texas. Lawrence works with a wide range of clients, including individuals, businesses, and corporations. Lawrence is an Investment Advisor Representative with the firm and provides financial planning, portfolio management, and pension consulting 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.
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.
Timing services provided by others
1
2
OK
03/16/2006 - Present
OFG Financial Services, Inc. (YUKON OK)
CA
10/17/2000 - 02/16/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
07/10/2000 - 09/26/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 08/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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