Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Reichner is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm that has been in business for over 170 years. Lauren has been in the financial industry since 2009 and has a wide range of experience, including providing financial planning services, portfolio management, and education seminars. Lauren is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 53, and SIE license. In addition to the experience gained at Stifel, Nicolaus & Company, Inc. Lauren also has experience working with T. Rowe Price Investment Services, Inc. and Morgan Stanley & Co. Incorporated. Lauren's goal is to help clients achieve their financial goals by providing personalized advice and investment strategies that meet their unique needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/21/2015 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
10/06/2014 - 09/04/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (Owings Mills MD)
MD
07/03/2012 - 09/22/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
03/09/2009 - 10/11/2010
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
BC
Issued 12/07/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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