Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Sanfilippo is a financial advisor with Osaic Wealth, Inc. Lawrence has over 12 years of experience in the financial services industry. Lawrence is registered with the state of Nebraska as an Investment Advisor Representative and a Registered Representative. Lawrence is also registered with the state of Texas as an Investment Advisor Representative. Lawrence has passed the Series 63, Series 65, Series 7 and SIE exams. Lawrence is affiliated with Osaic Wealth, Inc. in Omaha, NE. Lawrence's current registration is active with Osaic Wealth, Inc. and they have previously been affiliated with Securities America, Inc. and Lincoln Financial Advisors Corporation. Lawrence's specializations include: Retirement planning, College savings, Estate planning, Insurance, and Business planning.
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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2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
05/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
03/01/2017 - 05/05/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (OMAHA NE)
AZ
06/14/2011 - 03/03/2017
AXA ADVISORS, LLC (SCOTTSDALE AZ)
IA
Issued 01/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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