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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 Walsh is a financial advisor at Morgan Stanley, a leading global financial services firm. Lauren is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. She is committed to understanding her clients' financial goals and developing strategies to help them achieve their objectives. Lauren holds a Series 7TO and SIE licenses, and has years of experience in the financial services industry. She is a member of the Financial Industry Regulatory Authority (FINRA) and holds an active registration with the state of Tennessee. She has a passion for helping her clients navigate the complex world of finance and 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
08/29/2024 - Present
Morgan Stanley (Nashville TN)
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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