Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Ferraro is an investment advisor representative with Wheelhouse Advisory Group, LLC. Lauren is registered with the state of Illinois and Missouri. Lauren has been in the industry since January 2012. Lauren is a Series 65 holder. Lauren has experience with Moneta Group Investment Advisors, LLC, Clayton Financial Group, LLC, and Wheelhouse Advisory Group LLC. Lauren has a total of 445 clients, with 407 individuals, other than high net worth, and 38 high net worth individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
On occasion, negotiated flat quarterly fee
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2
MO
07/11/2022 - Present
Wheelhouse Advisory Group, LLC (ST. LOUIS MO)
IA
Issued 04/09/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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