Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Richard Lindsley is a financial advisor with Wealth Enhancement Advisory Services, LLC. Lawrence Richard Lindsley has been in the financial services industry since September 14, 1987. Lawrence Richard Lindsley has a total of 17 years of experience. Lawrence Richard Lindsley holds the following licenses: Series 6, Series 7, Series 22, Series 24, and Series 63. Lawrence Richard Lindsley is also a Certified Financial Planner and a Chartered Financial Consultant. Lawrence Richard Lindsley specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension plans. Lawrence Richard Lindsley is registered to provide investment advice in Texas and Wisconsin.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
WI
04/01/2019 - Present
Wealth Enhancement Advisory Services, LLC (GREEN BAY WI)
WI
01/05/2000 - 12/31/2014
LPL FINANCIAL LLC (GREEN BAY WI)
NY
05/03/1999 - 01/05/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/02/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/14/1987 - 04/05/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/14/1987 - 04/05/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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