Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Gidley is a financial advisor with over 30 years of experience in the financial services industry. Lauren has worked with Prosperity Wealth Management, Inc. since February 2017. Lauren also holds Series 7, Series 63, Series 65, Series 24, and Series 31 licenses. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in San Ramon, California and specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
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
CA
01/06/2020 - Present
Prosperity Wealth Management, Inc. (SAN RAMON CA)
NY
08/15/2011 - 02/13/2017
FIRST ALLIED SECURITIES, INC. (WILLIAMSVILLE NY)
NY
07/03/2007 - 08/16/2011
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
03/11/2004 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (WILLIAMSVILLE NY)
OH
09/04/1998 - 02/17/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/06/1997 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
MO
05/23/1989 - 03/18/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 09/14/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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