Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Michael St. clair is a financial advisor who has been in the industry since 2004. Lawrence is currently registered with Valic Financial Advisors, Inc. and has been with the firm since 2014. Lawrence is also registered as an Investment Advisor Representative in California, Connecticut, Delaware, Maryland, Massachusetts, New Jersey, New York, Pennsylvania and Rhode Island. Lawrence has a Series 6, Series 63 and Series 65 license and is registered as an Investment Advisor Representative. Lawrence holds a SIE license and is also registered with the FINRA and the SEC. Lawrence specializes in providing financial planning services, portfolio management for individuals and recommending wrap accounts to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
CT
11/05/2014 - Present
Valic Financial Advisors, Inc. (N. STONINGTON CT)
CT
12/06/2005 - 11/06/2014
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALLINGFORD CT)
NJ
11/24/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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