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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 Peck, CFP® is an investment advisor representative associated with LPL Financial LLC. Lauren Peck is a financial advisor with over 15 years of experience. Lauren Peck holds the Series 7, Series 66, and SIE licenses and specializes in providing financial planning and investment advice to individuals, families, and businesses. Lauren Peck is registered in multiple states including Montana, Florida, and Texas. Lauren Peck's previous experience with KMS Financial Services, Inc. has equipped her with a strong foundation in the financial industry, providing her with a comprehensive understanding of a variety of financial products and 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MT
09/14/2020 - Present
LPL Financial LLC (BOZEMAN MT)
MT
01/19/2009 - 09/15/2020
KMS FINANCIAL SERVICES, INC. (BOZEMAN MT)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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