Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Sterling is an investment advisor representative with Future You Wealth. Lauren has been in the financial industry since 2006 and has experience working with both individuals and charitable organizations. Lauren holds the Series 7, 63, and 65 licenses. Lauren is committed to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
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NY
05/09/2024 - Present
Future YOU Wealth (NEW YORK NY)
CA
02/20/2008 - 11/18/2008
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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