Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Erroll Lawrence has been in the financial services industry since February 17, 1984. Sheldon is a Registered Representative with Colorado Financial Service Corp. in Centennial, CO. Sheldon holds Series 6, 26 and 63 licenses and the SIE.
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.
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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2
CO
09/15/2010 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
FL
07/23/1997 - 10/06/2010
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
02/10/1984 - 07/14/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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