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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 Kennard is a financial advisor with over 40 years of experience in the industry. Lawrence is currently registered with Stonex Advisors Inc., and has been with the firm since January 2015. Lawrence provides a variety of financial services to individuals, corporations and charitable organizations, including financial planning, portfolio management and pension consulting. Lawrence holds both Series 63 and Series 65 licenses and is a Certified Financial Planner.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
06/07/1979 - 09/12/2014
WRP INVESTMENTS, INC. (GARFIELD HEIGHTS OH)
IA
Issued 12/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1984
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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