Unclaimed
Lauren Jessie Greenbaum is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Lauren has been in the industry since April 2022 and is licensed in 53 states. Lauren is a Registered Representative and Investment Advisor Representative and specializes in Portfolio Management for Individuals and Financial Planning. Lauren is a Series 66, Series 7 and SIE licensed professional.
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.
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.
See schedule d
1
2
MD
05/24/2022 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lauren Greenbaum is the right advisor for you? Invested Better is here to help.