Unclaimed
Michael Lawrence is a financial advisor with over 40 years of experience in the industry. He is currently registered with LPL Financial LLC and Lawrence Financial Services. Michael specializes in providing financial planning services and has a strong background in investment management, options trading, and futures trading. He is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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
FL
09/17/1992 - Present
LPL Financial LLC (JACKSONVILLE FL)
NY
07/03/1989 - 09/23/1992
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/08/1987 - 07/08/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
12/22/1980 - 06/23/1987
E. F. HUTTON & COMPANY INC
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 11/13/1987
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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