Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lehman is a financial advisor at Avantax Advisory Services. Lawrence has been in the financial services industry for over 16 years. Lawrence is registered with FINRA and the state of Illinois. Lawrence holds the Series 6, Series 63, and Series 65 licenses. Lawrence has experience in providing financial advice to individuals, businesses, and retirement plans. Lawrence is a Personal Financial Specialist and is committed to providing clients with personalized financial advice. Lawrence specializes in retirement planning, investment management, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
02/01/2021 - Present
Avantax Advisory Services (Lemont IL)
IL
01/06/2012 - 09/07/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (OAK BROOK IL)
IL
11/06/2006 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAK BROOK IL)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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