Unclaimed
Shawna Sameerah Lawrence is a financial advisor with over 20 years of experience in the industry. Shawna is currently registered with MML Investors Services, LLC and is licensed to provide financial services in Georgia. Shawna has a strong background in securities, having held previous positions with W&S Brokerage Services, Inc., NYLIFE Securities LLC, John Hancock Distributors LLC, Jackson National Life Distributors LLC, and PFS Investments Inc. Shawna's expertise spans a range of financial services, including portfolio management, financial planning, and asset allocation programs. She is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
06/12/2024 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
05/12/2023 - 04/05/2024
W&S BROKERAGE SERVICES, INC. (Norcross GA)
GA
12/10/2018 - 03/20/2023
NYLIFE SECURITIES LLC (DOUGLASVILLE GA)
GA
06/21/2007 - 10/30/2018
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
GA
02/21/2006 - 02/05/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (ATLANTA GA)
GA
09/09/2005 - 02/22/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/26/2000 - 08/18/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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