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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren E Squeglia is an investment advisor representative at McLean Asset Management Corp. Lauren has been in the industry since 2006 and has a broad range of experience. Lauren E Squeglia holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Lauren E Squeglia has worked with a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Lauren E Squeglia specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining McLean Asset Management Corp., Lauren E Squeglia worked at LPL Financial LLC for 12 years.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
02/11/2021 - Present
McLean Asset Management Corp. (Bedford NH)
NH
01/02/2008 - 03/24/2020
LPL FINANCIAL LLC (NASHUA NH)
NH
03/19/2007 - 11/07/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
04/25/2006 - 12/19/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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