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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Rosberg is a financial advisor with Mercer Global Advisors Inc. Lauren Rosberg is licensed in Illinois and New Hampshire. Lauren Rosberg has been in the industry for over 16 years and holds Series 7, Series 66, and SIE licenses. Lauren Rosberg is also a Certified Financial Planner. Lauren Rosberg previously worked at AUSDAL FINANCIAL PARTNERS, INC., SYNERGY INVESTMENT GROUP, LLC, TD AMERITRADE, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lauren Rosberg is a financial advisor specializing in retirement planning, college savings, investment planning, estate planning, and insurance. Lauren Rosberg provides financial planning, portfolio management, and other services.
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.
Trust services, estate planning, tax return preparation, consultation
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
IL
08/25/2023 - Present
Mercer Global Advisors Inc. (Schaumburg IL)
IL
08/28/2019 - 01/11/2023
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
NC
04/06/2009 - 11/01/2010
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
IL
11/21/2008 - 01/07/2009
TD AMERITRADE, INC. (OAK BROOK IL)
IL
08/16/2006 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRYSTAL LAKE IL)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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