Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Grace Pepe is a registered investment advisor representative associated with Cetera Investment Advisers LLC, a firm that is headquartered in Schaumburg, Illinois. Lauren has worked in the financial services industry since 2009, and holds a Series 6, Series 7, and Series 66 license. In addition to her investment advisor role, Lauren is also a licensed insurance agent for Cetera Investment Services LLC, a subsidiary of Cetera Financial Group. Lauren's career in the financial services industry began at T. Rowe Price Investment Services, Inc. She has also held previous roles at Investment Centers of America, Inc. Lauren has provided financial advice to individuals, corporations, and charitable organizations.
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.
1
2
FL
09/24/2015 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
01/21/2014 - 09/21/2015
INVESTMENT CENTERS OF AMERICA, INC. (TAMPA FL)
FL
02/05/2009 - 01/16/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 9/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2010
Series 7 - General Securities Representative Examination
BC
Issued 2/4/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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