Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Williams is a financial advisor with over 17 years of experience in the industry. Lauren is currently registered with Osaic FA, Inc. and is based in Charlotte, North Carolina. Lauren has a wide range of experience, having worked with firms such as LPL Financial LLC and Lincoln Financial Advisors Corporation. Lauren provides a variety of services including financial planning, portfolio management, retirement planning, and educational seminars. Lauren is dedicated to helping her clients reach their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
NC
08/04/2022 - Present
Osaic FA, Inc. (CHARLOTTE NC)
NC
09/04/2018 - 08/17/2022
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
11/02/2017 - 07/17/2018
MUTUAL SECURITIES, INC. (Charlette NC)
NC
10/10/2006 - 11/08/2017
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/29/2005 - 10/05/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CHARLOTTE NC)
IN
06/29/2005 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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