Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Ip is a financial professional with over 15 years of experience in the financial services industry. She has a strong track record of success in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Lauren is currently registered with Eagle Strategies LLC and is also licensed in New Jersey and New York. Previously, Lauren was employed by NYLIFE DISTRIBUTORS LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lauren is committed to providing her clients with personalized financial advice and helping them 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.
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.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
12/09/2011 - 04/13/2015
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
05/09/2006 - 05/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 6/8/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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