Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauran? Claim Your ProfileLauran Margaret D'agostino is a financial advisor who has been in the industry since 2002. Lauran is currently registered with J.P. Morgan Securities LLC in Patchogue, NY. Previously, Lauran has held positions at Chase Investment Services Corp., Citigroup Global Markets Inc., Signature Securities and The Dreyfus Service Corporation. Lauran has a broad range of experience and expertise, including investment company products, variable contracts, and financial planning. Lauran is also specialized in securities, mutual funds, variable annuities, fixed annuities, and life insurance. Lauran is dedicated to providing her clients with personalized financial advice and helping them 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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (PATCHOGUE NY)
NY
07/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PATCHOGUE NY)
NY
05/02/2008 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/06/2002 - 04/05/2007
CITIGROUP GLOBAL MARKETS INC. (RIVERHEAD NY)
NY
02/12/2001 - 02/13/2002
SIGNATURE SECURITIES (NEW YORK NY)
NY
10/23/2000 - 12/01/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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