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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 Velarde is a financial advisor with Fisher Investments. Lawrence is based in CUMBERLAND, RI and has been working in the industry since 2002. Lawrence has earned the Series 7, Series 31, and Series 66 licenses and the SIE exam. Lawrence has worked at several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MORGAN STANLEY, MOORS & CABOT, INC., and CITIGROUP GLOBAL MARKETS INC.. Lawrence specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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RI
08/16/2022 - Present
Fisher Investments (CUMBERLAND RI)
MA
04/07/2014 - 09/14/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
MA
07/10/2012 - 04/02/2014
MORGAN STANLEY (WALTHAM MA)
MA
06/20/2008 - 06/21/2012
MOORS & CABOT, INC. (BOSTON MA)
MA
11/06/2006 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (BOSTON MA)
MA
01/06/2005 - 01/03/2007
MOORS & CABOT, INC. (BOSTON MA)
NY
11/29/2002 - 07/15/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
06/17/2002 - 08/20/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
01/15/2002 - 05/23/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
08/17/2001 - 12/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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