Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Christine Meixel is a registered investment advisor representative at Beacon Pointe Advisors, LLC. Lauren holds the Series 7 and Series 66 securities licenses. Lauren's previous experience includes a role at Fidelity Brokerage Services LLC in Brea, California. Lauren has been with Beacon Pointe Advisors since 2016. Beacon Pointe Advisors, LLC is a financial advisory firm that provides financial planning, investment management, and retirement planning services. The firm specializes in working with individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
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.
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CA
05/11/2020 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
07/19/2012 - 05/16/2016
FIDELITY BROKERAGE SERVICES LLC (BREA CA)
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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