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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Gretchen is a financial advisor with over 20 years of experience in the industry. Lauren has a broad range of experience with different firms and industries. Lauren is currently a registered investment advisor representative for Abundance Wealth Counselors, LLC. Lauren has passed the Series 63, 66, 7, 24, 4, and 27 exams. Lauren specializes in working with high-net-worth individuals, insurance companies, and pooled investment vehicles. Lauren's firm specializes in providing financial planning and portfolio management services.
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.
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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2
PA
03/09/2020 - Present
Abundance Wealth Counselors, LLC (STATE COLLEGE PA)
MD
04/07/2011 - 10/17/2017
TRIAD ADVISORS, INC. (Fulton MD)
MD
06/23/2009 - 10/13/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKVILLE MD)
MD
05/21/2008 - 06/11/2009
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IN
06/20/2001 - 08/06/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/2001 - 08/06/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
12/15/1998 - 05/04/2001
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NJ
12/13/1996 - 12/07/1998
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
NY
04/16/1996 - 09/03/1996
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1997
Series 4 - Registered Options Principal Examination
BC
Issued 12/06/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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