Unclaimed
Lauren Heffernan Feeney is a registered representative with Vanguard Advisers, Inc. Lauren is a certified financial planner with 6 years of experience in the industry. Lauren holds the Series 63, Series 7, Series 24, and Series 51 licenses. Lauren is registered with the states of New Hampshire, Pennsylvania, and Texas. Lauren's specialties include financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Lauren is currently employed by Vanguard Advisers, Inc., and has been with the company since September 2016. Lauren is also an employee of the Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.
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.
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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2
PA
07/27/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
BC
Issued 10/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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