Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Christie Lawrence is a financial advisor with over 20 years of experience in the financial services industry. Lawrence is currently registered with Morgan Stanley, having previously worked at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Lawrence holds the Series 7, Series 31, Series 63 and Series 66 licenses, in addition to the SIE exam. Lawrence provides a range of financial services to clients, including asset allocation advice, financial planning, portfolio management for businesses and individuals, and pension consulting. Lawrence is committed to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/09/2016 - Present
Morgan Stanley (RANCHO SANTE FE CA)
CA
03/08/2010 - 08/09/2011
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
01/20/2005 - 03/09/2010
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
MA
03/02/2004 - 11/26/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/21/1999 - 05/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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