Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Bonner is an investment advisor representative currently registered with Vanguard Advisers, Inc. Lauren has been in the financial services industry for over 12 years, with experience at firms such as TIAA-CREF Individual & Institutional Services, LLC and Vanguard Marketing Corporation. Lauren holds the Series 6, 7, 63, 65 and 24 securities licenses and is registered in Arkansas, Massachusetts, North Carolina, Texas, and Utah. Lauren has a specialization in portfolio management for individuals, businesses, pooled investment vehicles, and providing financial planning services. Lauren is also active in the community, working with the United Way of Central Carolinas.
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.
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.
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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2
NC
05/11/2018 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
03/09/2015 - 05/21/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/13/2009 - 02/24/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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