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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 Terry is a financial advisor with Ameriprise Financial Services, LLC. Lawrence has been working in the financial services industry since 1981 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Lawrence specializes in a wide variety of financial services, including portfolio management, financial planning, and retirement planning. Lawrence is committed to providing personalized advice to help his clients 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.
Asset allocation 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.
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2
TX
04/16/2009 - Present
Ameriprise Financial Services, LLC (FORT WORTH TX)
TX
07/21/2009 - 11/30/2010
SECURITIES AMERICA, INC. (HURST TX)
TX
02/18/1998 - 04/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
KS
10/24/1981 - 02/09/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/24/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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