Unclaimed
Lauren Griner Isom is a Registered Representative and Investment Adviser Representative with Eagle Strategies LLC. Lauren has been working in the financial industry since 2002 and is a Registered Representative and Investment Adviser Representative in 10 states. Lauren has a Series 7, 66 and SIE license. Lauren Griner Isom's specializations include Retirement Planning, College Savings, Estate Planning, and Insurance Planning.
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.
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
GA
07/23/2014 - Present
Eagle Strategies LLC (COLUMBUS GA)
BOTH
Issued 7/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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