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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawson is a registered Investment Advisor Representative with State Farm Investment Management Corp. William Lawson is currently registered in Georgia, North Carolina, and South Carolina. William Lawson specializes in providing investment advice to individuals and investment companies. William Lawson has been working in the financial services industry since 2019 and holds the Series 63, Series 65, Series 6TO, and SIE licenses. William Lawson is an active member of the Mint Hill Chamber of Commerce.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NC
02/02/2024 - Present
State Farm Investment Management Corp. (Mint hill NC)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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