Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Villarreal is a financial advisor registered with the state of District of Columbia. Lauren has been working in the financial industry since January 2015. She has held previous positions at First Command Financial Planning, Inc. and PNC Investments. Lauren holds Series 6, Series 63, and Series 65 licenses. Currently, Lauren is registered with PNC Investments.
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.
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.
A percentage of the total value of assets under management is charged.
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DC
03/06/2019 - Present
PNC Investments (WASHINGTON DC)
VA
06/22/2016 - 06/16/2017
PNC INVESTMENTS (ALEXANDRIA VA)
VA
01/08/2015 - 05/11/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (ARLINGTON VA)
IA
Issued 08/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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