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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 a registered investment advisor representative at Cetera Investment Advisers LLC. Lawrence has been in the financial services industry since 1986. Lawrence has a Series 65 and a Series 63 license. Lawrence also has a Series 7 and a SIE license. Lawrence is registered to sell securities in Arizona, California, Illinois, and Wisconsin. Lawrence is also a tax and accounting professional, which helps them to provide comprehensive financial planning services to clients. Lawrence has a strong background in the financial services industry. Cetera Investment Advisers LLC is a large investment advisory firm that provides financial planning, portfolio management, and other advisory services. The firm has a wide range of clients, including individuals, families, businesses, and institutions.
GOODYEAR, AZ
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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