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Lauren Katz Madera

Oneseven

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About Lauren Katz Madera

Lauren Madera Katz is an investment advisor representative with Oneseven, a firm that specializes in investment advisory services, financial planning, and pension consulting. Lauren has been in the industry since October 2016. Lauren has a Series 7, SIE, and Series 63 license. Lauren has a strong background in investment management and has held positions at Magnetar and ROSS, SINCLAIRE & ASSOCIATES, LLC. In addition to Lauren's role at Oneseven, Lauren is also an Investment Advisor Representative for MGO One Seven LLC dba ClientFirst Financial Strategies, Inc. and a member of the Board of Trustees at The Miami Valley School.

Firm Information

Lauren Madera is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Lauren Madera’s Registration & Firm History

OH

11/02/2021 - Present

Oneseven (BEACHWOOD OH)

OH

04/03/2017 - 06/22/2020

ROSS, SINCLAIRE & ASSOCIATES, LLC (CINCINNATI OH)

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Licenses & Designations

BC

Issued 11/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Katz Madera.
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