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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 Schmidt is an investment advisor representative currently registered with Cetera Investment Advisers LLC. Lawrence is based in Goodyear, Arizona and has been in the industry since December 25, 1986. Lawrence is also the owner of a Tax & Accounting practice. Lawrence has passed the Series 63, 65, 7 and SIE exams. Lawrence has 4 approved state registrations. Lawrence Schmidt is a registered investment advisor representative in Arizona and California. Lawrence Schmidt has been registered with Cetera Investment Advisers LLC since December 6, 2017. Prior to that, Lawrence worked at Waddell & Reed, Inc. and Cetera Financial Specialists LLC.
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.
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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AZ
12/06/2017 - Present
Cetera Investment Advisers LLC (GOODYEAR AZ)
KS
12/26/1986 - 11/24/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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