Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauran? Claim Your ProfileLauran Reynolds is a financial professional with over 4 years of experience in the industry. Lauran is registered with Charles Schwab & Co., Inc. and holds the Series 7TO, Series 63 and SIE licenses. Lauran's focus is on providing financial planning advice and guidance for clients.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
01/14/2022 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 11/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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