Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Nelson Leitch has over 35 years of experience in the financial services industry. Lawrence is a Registered Representative and Investment Advisor Representative of LPL Financial, LLC. Lawrence specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Lawrence is also a Registered Representative of SFG Wealth Management, LLC, an independent investment advisor firm. Lawrence is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/23/2011 - Present
LPL Financial LLC (TOWSON MD)
NY
05/03/1999 - 04/04/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/09/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/03/1987 - 03/13/1989
PRUCO SECURITIES CORPORATION
NA
05/21/1987 - 08/25/1987
BLINDER, ROBINSON & CO., INC.
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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