Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Uyesugi is a financial advisor with Innovation Partners LLC based in Roswell, GA. Lauren has been a licensed securities professional since 1997 and has a wide range of experience in the financial industry. Lauren has worked with FPCM Securities, LLC, Sandler, O'Neill & Partners, L.P., SunTrust Capital Markets, Inc., and The Robinson-Humphrey Company, LLC. Lauren is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
GA
08/25/2015 - Present
Innovation Partners LLC (Roswell GA)
GA
07/22/2009 - 08/31/2015
FPCM SECURITIES, LLC (ROSWELL GA)
GA
01/05/2004 - 05/15/2009
SANDLER, O'NEILL & PARTNERS, L.P. (ATLANTA GA)
GA
07/27/2001 - 12/10/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
08/26/1997 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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