Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Jacobs is a financial advisor registered in both California and Florida. Lauren holds several industry licenses, including Series 7, Series 24, and Series 66. Lauren has over 16 years of experience in the financial services industry. Lauren is currently registered with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. Lauren specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Lauren's expertise includes providing investment advice and financial planning services to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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
CA
09/11/2020 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
FL
06/19/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PALM BEACH GARDENS FL)
FL
07/08/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
07/08/2015 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
09/10/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
07/08/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
07/08/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
GA
07/08/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 06/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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