Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Kingston-jones has been in the financial services industry for over 13 years. Lauren is a Registered Representative and a Principal at Charles Schwab & CO., Inc. Lauren also has experience working with Thrivent Investment Management Inc. Currently, Lauren's registrations include Series 66, Series 24, Series 7 and SIE. Lauren is also registered in 8 states. Lauren has a strong background in financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/25/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/13/2009 - 01/10/2013
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
BOTH
Issued 08/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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