Unclaimed
Lauren Beth Lang is an investment advisor representative who has been in the industry since 2007. Lauren is registered with the state of Illinois and has passed both the Series 63 and Series 65 exams. Lauren works with First Trust Advisors LP, and provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Lauren's current registrations are with the state of Illinois.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
04/06/2011 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 11/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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