Unclaimed
Lauren Bommarito is a financial advisor with LPL Enterprise, LLC. Lauren has been in the financial industry since 2012 and has experience in both brokerage and investment advisory services. Lauren holds the Series 7, 24, 52, and 66 licenses, as well as the SIE exam. Lauren specializes in providing financial planning and investment advice to individuals, businesses, and corporations. In addition to her advisory services, Lauren also provides educational seminars on a variety of financial topics. Lauren's previous experience includes positions with Pruco Securities, LLC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lauren is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NJ
08/29/2024 - Present
LPL Enterprise, LLC (Freehold NJ)
NJ
11/04/2013 - 04/11/2024
PRUCO SECURITIES, LLC. (Newark NJ)
NJ
12/09/2011 - 10/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 05/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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