Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Tundidor is a financial advisor with over 14 years of experience in the industry. Lawrence is currently registered with Cetera Investment Advisers LLC and has a series 6, 7, 63, and 65 license. He has a CFP® designation and is licensed in 23 states. Lawrence provides a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and investment advisory services. His areas of expertise include: 1, 2, 3, 4, 5, and 6. Lawrence previously worked with VOYA FINANCIAL ADVISORS, INC. from June 2009 to June 2021.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
07/21/2009 - 06/14/2021
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
IA
Issued 08/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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