Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Kathryn Matteo is a registered representative with Principal Asset Management. Lauren has been in the industry since January 4, 2008. Lauren is currently registered with Principal Asset Management in Minnesota and is licensed with the Series 66, Series 7, and SIE exams. Lauren has experience with UBS Financial Services Inc., MBSC Securities Corporation and Principal Funds Distributor, Inc. Lauren's specializations include: Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Pension and Profit Sharing Plans and Retirement Planning.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
MN
01/12/2022 - Present
Principal Asset Management (Minneapolis MN)
IA
07/23/2015 - 09/26/2017
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
11/26/2013 - 07/24/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/18/2007 - 11/08/2013
MBSC SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 12/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Matteo is the right advisor for you? Invested Better is here to help.
