Unclaimed
Lauren Teer is a financial professional with over 15 years of experience in the industry. Lauren is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Lauren was employed by Fidelity Investments Institutional Services Company, Inc. Lauren holds the Series 6, 7TO, 26 and 63 licenses. Lauren is registered in 51 states, the District of Columbia and is a registered representative with FINRA.
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.
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.
1
2
TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
06/06/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 08/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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