Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Holmes is an investment advisor representative currently registered with J.P. Morgan Securities LLC, and has been in the industry since July 2022. Lauren has held previous positions at Citi Private Alternatives, LLC and Citigroup Global Markets Inc.. Lauren holds Series 66, Series 31, Series 7TO and SIE licenses. Lauren is registered to provide advisory services in 53 states and the District of Columbia and is also registered with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
11/21/2023 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
07/25/2022 - 11/21/2023
CITI PRIVATE ALTERNATIVES, LLC (Philadelphia PA)
PA
07/25/2022 - 11/21/2023
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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