Unclaimed
Lawrence Otis Myers is a financial advisor with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Lawrence has been in the financial services industry since June 2, 1996. Lawrence Otis Myers is registered in 21 states as a broker and/or investment advisor. Lawrence Otis Myers also has a life and health insurance license and provides related services through Myers Financial and Insurance Services. Lawrence is associated with MML Investors Services, LLC's branch office in Westlake Village, CA.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
01/24/2022 - Present
MML Investors Services, LLC (WESTLAKE VILLAGE CA)
CA
04/01/1996 - 08/28/2001
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
NA
05/09/1995 - 04/01/1996
BANCAL INVESTMENT SERVICES, INC.
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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