Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren A. Brown is a financial advisor with Valeo Financial Advisors, LLC. Lauren has been in the industry since 2007 and has a background in providing financial advice to individuals, businesses, and charitable organizations. Lauren holds the Series 7 and Series 66 licenses, as well as the Series 31 Futures Managed Funds Examination. Lauren is also a Certified Financial Planner.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
1
2
IN
04/16/2014 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
NY
10/11/2007 - 03/07/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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