Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Elizabeth Francis is a financial advisor who has been in the industry since 2013. Lauren is currently registered with Morgan Stanley in Pasadena, CA and Texas. Lauren is also a part-time instructor at Fit4Mom in Solana Beach, CA. Lauren holds the Series 66, 7, and SIE licenses. Lauren has worked at Raymond James & Associates, Inc. and Morgan Stanley. Lauren has worked with a variety of clients including high net worth individuals, corporations, investment companies, and charitable organizations. Lauren is able to provide services such as financial planning, educational seminars, and asset allocation advice.
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
CA
11/05/2020 - Present
Morgan Stanley (Pasadena CA)
CA
08/12/2015 - 07/08/2019
MORGAN STANLEY (PASADENA CA)
FL
09/03/2013 - 05/29/2015
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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