Unclaimed
Lauren Denicholas is a financial advisor who has been in the industry since 2008. Lauren is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in Arizona and California. Lauren holds the Series 6, Series 7 and Series 63 licenses. Lauren has specialized in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Ameriprise Financial Services, LLC, Lauren was employed by INTERSECURITIES, INC. Lauren has a strong commitment to providing personalized financial advice and helping clients 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.
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2
AZ
06/10/2008 - Present
Ameriprise Financial Services, LLC (MESA AZ)
AZ
02/26/2008 - 04/21/2008
INTERSECURITIES, INC. (PHOENIX AZ)
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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