Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Jacobs is a financial professional with over 20 years of experience in the financial services industry. Lawrence is a registered representative and investment advisor representative. Lawrence is currently affiliated with Osaic Wealth, Inc. and previously worked with Principal Securities, Inc., 1717 Capital Management Company, New England Securities, and NYLIFE Securities Inc. Lawrence has passed the Series 6, 7, 63, and 65 exams. Lawrence holds licenses in several states including Kentucky, Louisiana, Massachusetts, Pennsylvania, and Texas. Lawrence offers a variety of financial services including financial planning, pension consulting, educational seminars, 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
TX
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/08/2005 - 12/02/2021
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
DE
05/09/2002 - 01/04/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
02/04/1999 - 05/09/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/16/1998 - 02/02/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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