Unclaimed
Lawson Frank is a registered representative with Wells Fargo Advisors Financial Network, LLC. Lawson is a financial professional with experience in providing investment consulting services, financial planning, and portfolio management. Lawson has been in the industry since 2019 and has passed several industry exams, including the Series 7TO, Series 9, and Series 66. Lawson works in the Naperville, IL branch of Wells Fargo Advisors Financial Network, LLC and is licensed in Illinois and Texas.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/26/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NAPERVILLE IL)
IL
05/23/2023 - 07/03/2023
EQUITY SERVICES, INC. (CHICAGO IL)
IL
11/04/2021 - 06/06/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPERVILLE IL)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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