Unclaimed
Lauren McNeill is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC in Melville, New York. Lauren has been in the securities industry since 2011 and has experience with Ameriprise Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Lauren is registered in New Jersey and New York and holds the Series 66, Series 7 and SIE licenses. Lauren has a strong understanding of the financial markets and can help you achieve your 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
09/11/2020 - Present
Northwestern Mutual Investment Services, LLC (MELVILLE NY)
NY
11/24/2015 - 03/21/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Southampton NY)
NY
10/31/2011 - 10/27/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
BOTH
Issued 02/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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