Unclaimed
Lauren Hepburn is a financial professional who has been serving clients for over 20 years. Lauren currently works with PFS Investments Inc., a firm with a long history of providing investment advice to individuals and corporations. Lauren specializes in providing financial advice related to investment company products and variable contracts.
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.
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.
1
2
NY
03/13/2001 - Present
PFS Investments Inc. (BROOKLYN NY)
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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