Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Jouet is a financial advisor with Avantax Advisory Services, an SEC registered investment advisor. Lawrence has been in the financial services industry since 1999 and has a wide range of experience in the field. Lawrence has a Series 6, 7, 63, and 66 license and holds a current registration in Louisiana and Mississippi. Lawrence specializes in providing financial planning and investment advice to individuals, families, and businesses. In addition to his work as a financial advisor, Lawrence is also a tax accountant and has a passion for helping people 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/26/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
08/14/1999 - 01/28/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrence Jouet is the right advisor for you? Invested Better is here to help.
