Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Difabritis is a financial advisor with Avantax Advisory Services, a firm specializing in financial planning, investment management, and retirement planning. Lauren has been in the financial services industry since 2009 and holds a Series 7, Series 63 and Series 65 license. Lauren is registered to provide investment advice in Florida, Missouri, New Jersey, and Pennsylvania. Lauren can provide a range of services to clients, including financial planning, investment management, pension consulting, and portfolio management for individuals and businesses. Lauren also has experience in working with clients regarding tax preparation and accounting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
01/11/2011 - Present
Avantax Advisory Services (CHESTER NJ)
NJ
07/10/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
IA
Issued 12/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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