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 Maston is a financial advisor who has been working in the industry since November 2020. Lauren is a registered representative with Charles Schwab & CO., Inc. and a registered investment advisor in Colorado. Lauren is also a Series 7TO, Series 9, Series 10, Series 24, and Series 66 licensed professional. Lauren is licensed to offer financial advice in Colorado and Texas. Before joining Charles Schwab & CO., Inc. Lauren was an investment advisor representative at Cambridge Investment Research, Inc. in Santa Rosa, CA. Lauren has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial 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.
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
1
2
CO
03/10/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CA
09/23/2020 - 12/31/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Santa Rosa CA)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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