Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Geraldsen is an investment advisor representative with Cetera Investment Advisers LLC, located in Latham, New York. Lauren has been in the financial services industry since March 2, 2016. Lauren holds the Series 6, 7, and 66 securities licenses. Lauren is registered to provide investment advice in New York and Texas. Prior to Cetera Investment Advisers LLC, Lauren worked at Key Investment Services LLC, located in Clifton Park, New York.
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.
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.
1
2
NY
02/03/2025 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
02/19/2016 - 11/15/2023
KEY INVESTMENT SERVICES LLC (CLIFTON PARK NY)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Geraldsen is the right advisor for you? Invested Better is here to help.
