Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Aigner is an active investment advisor representative with D.a. Davidson & Co., located in Lake Oswego, OR. Lauren has been working in the financial services industry since 2010. Lauren specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Lauren has earned the Series 6, 63, 7TO, and 66 securities licenses. Lauren has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and JPMorgan Securities LLC in the past.
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.
Guidance on pension options to ensure a secure financial future.
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
OR
07/01/2024 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
10/04/2022 - 05/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
MI
08/07/2018 - 10/13/2020
J.P. MORGAN SECURITIES LLC (HUNTINGTON WOODS MI)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Lauren Aigner is the right advisor for you? Invested Better is here to help.
