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 George is a financial advisor with Charles Schwab & CO., Inc. Lauren is registered as a broker in Arizona and California. Lauren is a financial advisor with over four years of experience in the financial services industry. Lauren has held prior positions at The Vanguard Group, Inc. and Ramsey Debt Relief. Lauren is a Series 63 and 66 licensed representative. Lauren also holds a Series 7 and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
09/09/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
08/31/2018 - 07/19/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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