Unclaimed
Lauren Drapeau is a financial advisor with Concourse Financial Group Securities, Inc. Lauren has been in the financial industry since 2007 and has a strong background in providing financial planning and investment management services to a wide range of clients. Lauren is registered with the state of Connecticut and holds Series 6, 7 and 63 licenses and a Series 65 license. Lauren has worked with firms such as MetLife Securities Inc., New England Securities, Tower Square Securities, Inc. and Walnut Street Securities, Inc. Lauren is currently registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor.
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.
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.
1
2
CT
08/05/2021 - Present
Concourse Financial Group Securities, Inc. (Rocky Hill CT)
AL
08/02/2021 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
CT
07/21/2015 - 01/12/2018
CETERA ADVISOR NETWORKS LLC (GEORGETOWN CT)
MA
03/03/2014 - 06/30/2015
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NJ
03/28/2007 - 01/30/2014
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
03/28/2007 - 01/30/2014
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
03/28/2007 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
03/28/2007 - 09/05/2013
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NY
03/28/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
06/19/2003 - 01/05/2007
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
12/09/2002 - 04/21/2003
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Drapeau is the right advisor for you? Invested Better is here to help.