Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Eudora Lewis is a registered representative with Oppenheimer & Co. Inc. in Atlanta, Georgia. Lauren has been in the industry since 2005 and has experience working for multiple firms including Morgan Stanley, E*TRADE Securities LLC, and Sagepoint Financial, Inc.. Lauren is a licensed General Securities Principal and holds FINRA Series 7, 9, 10, 24 and 66 licenses. Lauren specializes in portfolio management for individuals and businesses. Lauren has a diverse client base, ranging from high-net-worth individuals to individuals with other than high-net-worth. Lauren also has experience with pension and profit-sharing plans and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
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.
1
2
GA
10/04/2023 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
09/05/2023 - 09/29/2023
MORGAN STANLEY (Alpharetta GA)
GA
05/26/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
03/07/2023 - 03/08/2023
MORGAN STANLEY (Alpharetta GA)
GA
04/24/2014 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (ATLANTA GA)
GA
04/13/2005 - 04/09/2014
METLIFE SECURITIES INC. (ATLANTA GA)
GA
04/13/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
MN
01/01/2005 - 03/11/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/2005 - 03/11/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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