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Lauren Erickson Bennett is a registered representative with Cetera Investment Advisers LLC. Lauren has been in the financial services industry since 2004. Lauren is a licensed Investment Advisor Representative in North Carolina. Lauren also holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Lauren specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lauren is a dedicated professional with a proven track record of success in the financial services industry. Lauren is committed to providing her clients with the highest level of service and personalized 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.
Guidance on pension options to ensure a secure financial future.
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.
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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (DURHAM NC)
IA
Issued 11/8/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/6/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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