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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 Leonard Leon is an Investment Advisor Representative at Wealth Enhancement Advisory Services, LLC. Lawrence has been in the industry since January 1992. Lawrence holds Series 7, 63 and 65 securities licenses. Lawrence has a total of 2 state exams and 2 product exams. Lawrence's current employment registration began in December 2023. Lawrence has a total of 1 approved state registrations, 0 approved FINRA registrations, and 0 approved SRO registrations. Lawrence has experience in providing investment advice and financial planning services to individuals, families, and businesses. Lawrence also has experience in providing pension consulting and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NY
12/21/2023 - Present
Wealth Enhancement Advisory Services, LLC (PITTSFORD NY)
NY
01/06/1992 - 12/14/2018
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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