Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Harvey Lawrence is a financial advisor with Osaic Wealth, Inc. Lawrence has been in the industry since 1989 and holds several licenses and certifications, including Series 6, 7, 63, and 65. Lawrence has worked for a variety of financial firms throughout his career, including Edward Jones, Woodbury Financial Services, Inc., and Questar Capital Corporation. Lawrence specializes in providing financial advice to individuals, families, and businesses. Lawrence also has experience in providing financial planning services and portfolio management.
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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GA
01/19/2024 - Present
Osaic Wealth, Inc. (Brookhaven GA)
GA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Brookhaven GA)
GA
07/21/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Atlanta GA)
GA
01/12/2011 - 07/25/2014
METLIFE SECURITIES INC. (ATLANTA GA)
GA
08/09/2010 - 12/21/2010
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
04/28/2006 - 08/11/2010
EDWARD JONES (ATLANTA GA)
TX
12/17/2003 - 05/17/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NE
09/22/2003 - 01/05/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
FL
01/17/2003 - 10/16/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
TX
03/23/1999 - 07/11/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/24/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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