Unclaimed
Lauren Silva is a financial advisor with Ameriprise Financial Services, LLC. Lauren has over 19 years of experience in the financial services industry. Lauren holds the Series 66 and Series 7 licenses and is a Certified Financial Planner. Lauren helps individuals and families with their financial planning needs, including retirement planning, college savings, and estate planning. Lauren also provides investment management services. Lauren is committed to providing her clients with personalized financial advice and helping them achieve 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.
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.
Asset allocation services
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.
1
2
FL
01/18/2023 - Present
Ameriprise Financial Services, LLC (Tampa FL)
FL
09/27/2021 - 01/31/2023
LPL FINANCIAL LLC (TAMPA FL)
FL
04/09/2004 - 09/29/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
MN
04/09/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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