Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Melroy is a financial advisor with Schwab Wealth Advisory, Inc. Lauren has over 10 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 66 licenses. Lauren also holds the Certified Financial Planner designation. Lauren is registered with the state of California.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
09/30/2021 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
BOTH
Issued 06/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Lauren Melroy is the right advisor for you? Invested Better is here to help.
