Unclaimed
Lauren Edgerton is an investment banking professional with over 8 years of experience in the financial services industry. Lauren is currently registered with Piper Sandler & Co., where she has been working since April 2021. Prior to joining Piper Sandler & Co., Lauren was a registered representative with WELLS FARGO SECURITIES, LLC in San Francisco, CA from July 2015 to April 2021 and with UBS SECURITIES LLC in New York, NY from November 2013 to July 2015. Lauren is licensed to conduct business in California and holds the Series 63, Series 79 and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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
CA
04/06/2021 - Present
Piper Sandler & Co. (LOS ANGELES CA)
CA
07/16/2015 - 04/05/2021
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NY
11/14/2013 - 07/07/2015
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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