Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Cellucci is an investment advisor representative at Marquette Associates, Inc. Lauren is a registered Investment Advisor in Pennsylvania, and she has been in the industry since January 2011. Lauren has a Series 65 license and her professional experience includes roles at BB&T Institutional Investment Advisers and Marquette Associates, Inc. Lauren's areas of expertise include retirement planning, college savings, and investment management. Lauren is dedicated to helping her clients 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.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting 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.
Retainer based fee
1
2
PA
02/14/2024 - Present
Marquette Associates, Inc. (West Chester PA)
IA
Issued 08/20/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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