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 Yohman is a financial professional with over a decade of experience in the financial services industry. Lauren is currently registered with State Farm Investment Management Corp. and holds Series 6 and Series 63 licenses as well as the SIE exam. Lauren is a Chartered Financial Consultant and has held previous roles at Waddell & Reed, Inc. and State Farm VP Management Corp. Lauren is dedicated to providing her clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/29/2024 - Present
State Farm Investment Management Corp. (Uniontown PA)
PA
02/27/2013 - 07/07/2017
STATE FARM VP MANAGEMENT CORP. (BETHEL PARK PA)
PA
04/13/2011 - 06/21/2011
WADDELL & REED, INC. (MONROEVILLE PA)
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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