Unclaimed
Lauren Delaney is a financial advisor with J.P. Morgan Securities LLC. Lauren has been in the industry for 2 years and has a Series 63, Series 6TO, and SIE license. Lauren is registered to provide investment advice in California. Lauren specializes in providing financial services for individuals, corporations, and high-net-worth individuals. Lauren works out of the J.P. Morgan Securities LLC branch office in Santa Cruz, CA.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
07/09/2024 - Present
J.p. Morgan Securities LLC (SANTA CRUZ CA)
BC
Issued 07/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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