Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Grames is a financial advisor based in Charlotte, NC. Lauren has been in the financial industry since 2020. Lauren is currently registered with Independent Advisor Alliance, LLC. Lauren also has previous experience with W&S Brokerage Services, INC., and Mutual of Omaha Investor Services, INC. Lauren holds the Series 63, Series 65, Series 6TO, and SIE exams. Lauren specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Lauren is an investment advisor representative with Independent Advisor Alliance, LLC, and the firm is separate from and independent of LPL Financial.
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.
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NC
02/17/2025 - Present
Independent Advisor Alliance, LLC (CHARLOTTE NC)
NC
08/10/2023 - 12/01/2023
W&S BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
11/15/2022 - 07/11/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLOTTE NC)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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