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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 Reale is a financial advisor who has been in the industry since 2003. Lawrence is currently registered with Wellth Advisory Services, LLC in Connecticut, New Hampshire, and Rhode Island. Lawrence is also registered as an Investment Advisor Representative in Rhode Island. Lawrence has experience working with a variety of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Lawrence provides financial planning, pension consulting, educational seminars, and selection of other advisors services.
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
RI
07/11/2024 - Present
Wellth Advisory Services, LLC (Providence RI)
RI
03/19/2018 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Providence RI)
GA
08/04/2004 - 10/11/2005
PFS INVESTMENTS INC. (DULUTH GA)
RI
03/22/1999 - 08/23/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
12/15/1995 - 02/12/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
08/09/1994 - 08/02/1995
FIS SECURITIES, INC. (BOSTON MA)
CT
12/04/1989 - 05/04/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
IA
Issued 08/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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