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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Rogers is an investment advisor with Cetera Investment Advisers LLC, with over 7 years of experience in the financial services industry. Lauren has a strong background in financial services, having worked at Morgan Stanley and Florida Atlantic University. Lauren is licensed to conduct business in 28 states, including Arizona, Texas, California, Florida, Georgia, and many more. Lauren is currently registered with Cetera Investment Advisers LLC and has previously been registered with Morgan Stanley. Lauren holds the Series 63, 66, 7 and SIE exams. Lauren's areas of expertise include financial planning, pension consulting, and portfolio management. Lauren provides financial services to individuals, businesses, and other organizations.
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.
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AZ
08/05/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
FL
06/13/2017 - 08/13/2024
MORGAN STANLEY (Fort Lauderdale FL)
BOTH
Issued 01/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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