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Lauren Amelia Freund

Citizens JMP Securities, LLC

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About Lauren Amelia Freund

Lauren Freund is a financial professional with over 12 years of experience in the industry. Lauren is currently registered with Citizens JMP Securities, LLC, where she has been employed since August 1, 2023. Prior to that, Lauren was employed by Citizens Capital Markets and Wells Fargo Securities, LLC. Lauren holds FINRA Series 7, 63, 79TO, 99TO, and SIE licenses. Lauren is licensed in all 50 states.

Firm Information

Lauren Freund is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lauren Freund’s Registration & Firm History

NC

08/01/2023 - Present

Citizens JMP Securities, LLC (CHARLOTTE NC)

NC

06/30/2021 - 08/01/2023

CITIZENS CAPITAL MARKETS (CHARLOTTE NC)

NC

08/06/2014 - 04/26/2021

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

MO

01/22/2010 - 10/24/2012

STERN BROTHERS & CO. (ST. LOUIS MO)

MO

09/10/2009 - 01/04/2010

SCOTTRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 10/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Amelia Freund.
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