Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Peter Fisher is an investment advisor representative with Chevy Chase Trust Co. in Bethesda, Maryland. He is also registered with the following states: California, Connecticut, District of Columbia, Maryland, New Hampshire, New York, North Carolina, Texas, Virginia and Washington. Lawrence has been in the industry since 2002. His previous employers include Bessemer Investor Services, Inc., UST Securities Corp., and UST Financial Services Corp. Lawrence is a Series 63 and Series 65 licensed professional.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
03/18/2021 - Present
Chevy Chase Trust Co. (BETHESDA MD)
DC
05/20/2005 - 11/16/2009
BESSEMER INVESTOR SERVICES, INC. (WASHINGTON D.C. DC)
CT
12/01/2002 - 03/17/2005
UST SECURITIES CORP. (STAMFORD CT)
NY
11/11/1998 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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