Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Ashley Keene is an investment advisor representative with Fidelity Personal And Workplace Advisors. Lauren has been in the industry since 2023. Lauren is registered with FINRA and the states of Texas and Florida and holds Series 7TO, 10, and 66 licenses. Lauren is also a registered investment advisor representative in Texas and Florida. Lauren has a cottage industry bakery business, Wicked Sweet, that she owns and operates. Fidelity Personal And Workplace Advisors is a large financial firm that provides advisory services to individuals, businesses, and institutions. The firm has approximately $1 billion - $10 billion in assets under management.
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.
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.
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.
1
2
FL
05/15/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 04/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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