Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Amy Epperly is an Investment Advisor Representative at Equitable Advisors, LLC, and has been in the industry since December 2021. Lauren is registered with the state of West Virginia and is also a Registered Representative of the firm. Lauren is registered to offer securities and investment advisory services in the states of Colorado, Maryland, North Carolina, Texas, Virginia, and Washington. In addition to their work with Equitable Advisors, LLC, Lauren is also a volunteer with Panhandle Home Health Puttin' Tournament Committee, Saint Joseph School, AYSO Soccer, and Covenant Church. Lauren is committed to providing their clients with a high level of personalized service.
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.
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2
WV
12/23/2021 - Present
Equitable Advisors, LLC (MARTINSBURG WV)
BOTH
Issued 10/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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