Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Coale is an Investment Advisor Representative with Hightower Advisors, LLC, a firm headquartered in Chicago. Lauren has over 20 years of experience in the financial services industry, with previous roles at firms such as Park Avenue Securities LLC, Raymond James Financial Services, Inc., Citigroup Global Markets Inc. and Prudential Securities Incorporated. Lauren is a Series 7, Series 63, and Series 65 licensed professional. Lauren specializes in providing financial planning, portfolio management, and treasury management services to individuals, corporations and charitable 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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
05/30/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
04/11/2016 - 02/13/2017
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
FL
05/29/2003 - 03/03/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
02/04/2000 - 06/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/29/1995 - 02/08/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/09/1994 - 10/04/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
03/21/1991 - 05/10/1994
CHAPIN, DAVIS (BALTIMORE MD)
MD
01/22/1991 - 03/27/1991
JONES FALLS SECURITIES INC. (BALTIMORE MD)
DC
11/25/1987 - 01/23/1991
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 05/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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