Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Birkins is a financial advisor with Fidelity Personal and Workplace Advisors. Lauren has been in the financial industry since 2007. Lauren is registered with the state of Maryland as an investment advisor representative and is also registered with the state of Texas as a resident investment advisor representative. Lauren has her Series 63, 66, 7, 9, 10, and SIE licenses. Lauren holds a specialization in financial planning, pension consulting, and portfolio management. Lauren is committed to providing her clients with personalized financial advice and guidance.
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.
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MD
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (OLNEY MD)
NH
06/12/2006 - 09/14/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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