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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lee is a financial advisor with Centaurus Financial, Inc. Lawrence has been in the financial services industry since 1988. Lawrence is registered with FINRA and the states of Florida, Idaho and Washington. Lawrence holds the Series 7, Series 63 and Series 65 licenses and the SIE designation. Lawrence is a Certified Financial Planner. Lawrence has worked with clients of all types, including individuals, corporations, and high-net-worth individuals. Lawrence provides financial planning, portfolio management, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
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2
ID
08/03/2022 - Present
Centaurus Financial, Inc. (HAYDEN ID)
WA
10/28/2005 - 08/01/2022
KALOS CAPITAL, INC. (SPOKANE WA)
WA
07/25/1995 - 10/28/2005
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
GA
01/28/1993 - 07/28/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
10/19/1988 - 12/08/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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