Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Grubb is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading financial services firm. Lauren is a Registered Representative with the firm and holds Series 66, 7 and SIE licenses. Lauren is registered with the state of California and Texas. Lauren is a specialist in financial planning and retirement planning, and offers a range of services including portfolio management, investment advice, and financial planning. Lauren has been in the industry since 2018. Previously, Lauren worked at Moss Adams LLP and Chiefs Burgers and Brew.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/05/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
11/08/2018 - 02/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 05/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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