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 Metaj is a financial advisor with over 10 years of experience in the industry. Lauren is registered with Northern Trust Investments, Inc. in Illinois and has been with the firm since 2016. Lauren is also registered as an Investment Advisor Representative in Illinois. Prior to joining Northern Trust, Lauren was employed with Guggenheim Funds Distributors, LLC and Invesco Distributors, Inc. Lauren has a wide range of experience working with individuals, corporations, investment companies, pension plans, and charitable organizations. Lauren has a strong background in investment research and portfolio management. Lauren holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam. Lauren is committed to providing her clients with personalized financial advice and investment solutions.
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.
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.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
08/27/2018 - Present
Northern Trust Investments, Inc. (CHICAGO IL)
IL
11/13/2013 - 10/20/2016
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
04/25/2013 - 11/08/2013
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
FL
07/20/2009 - 03/18/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
Issued 06/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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