Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc David Lawrence is an investment advisor representative for Truist Advisory Services, Inc. Marc is registered with the state of Florida and has been in the industry since September 24, 2010. Marc has a wide range of experience and knowledge in the financial services industry and has passed several industry exams including the Series 6, 7, 52, 53, 63 and 66. Truist Advisory Services, Inc. is a firm located in Atlanta, Georgia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/09/2016 - Present
Truist Advisory Services, Inc. (HOMOSASSA FL)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Lawrence is the right advisor for you? Invested Better is here to help.
