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 Imperiosi margetts has been in the financial services industry since 2010. Lauren is currently registered as an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm based in Boston, MA. Lauren has been registered with Fidelity since 2019 and works out of the firm's office in Mahwah, NJ. Before joining Fidelity, Lauren was employed by PRINCIPAL SECURITIES, INC. in Parsippany, NJ. Prior to that, Lauren worked with HENNION & WALSH, INC., also in Parsippany, NJ. Lauren is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative. Lauren has passed several examinations including the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7).
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.
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.
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.
1
2
NJ
06/19/2019 - Present
Fidelity Personal AND Workplace Advisors (MAHWAH NJ)
NJ
08/31/2011 - 07/26/2018
PRINCIPAL SECURITIES, INC. (PARSIPPANY NJ)
NJ
08/25/2010 - 08/01/2011
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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