Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Conigliaro is an investment advisor representative at Morgan Stanley with over 7 years of experience in the financial services industry. Lauren has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Lauren is also a registered investment advisor representative in the state of New Jersey and Texas. Lauren holds Series 6, 7, 66, and SIE licenses. Previously, Lauren worked at Lincoln Financial Advisors Corporation and BNY Mellon Wealth Management.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/02/2021 - Present
Morgan Stanley (New Brunswick NJ)
NJ
03/21/2014 - 05/13/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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