Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Foley Stowe is a financial advisor with over 19 years of experience in the industry. Lauren is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with Wells Fargo Investments, LLC, Citigroup Global Markets Inc., Citicorp Investment Services, and WM Financial Services, Inc. Lauren is licensed in 23 states and holds the Series 7, Series 63, and Series 65 licenses.
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.
Investment consulting services to institutional clients
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.
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2
CA
06/13/2016 - Present
Wells Fargo Clearing Services, LLC (GRASS VALLEY CA)
CA
07/28/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRASS VALLEY CA)
CA
05/29/2007 - 10/23/2007
CITIGROUP GLOBAL MARKETS INC. (ROSEVILLE CA)
CA
06/14/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROSEVILLE CA)
CA
09/22/2003 - 06/09/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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