Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Roberts is a registered investment advisor representative with Fidelity Institutional Wealth Adviser LLC. Lauren has been in the industry since 2006 and holds Series 6, 7, 63, and 65 licenses. Lauren is based in Boston, MA, and has previously worked for Portfolio Brokerage Services, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Lauren specializes in providing investment advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Lauren can also provide educational seminars and other advisory services such as overlay portfolio management, non-discretionary investment advice, and selection of other advisers.
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.
Overlay portfolio management; non-discretionary investment advice
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.
1
2
MA
04/26/2022 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
IL
04/11/2008 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
05/29/2007 - 12/21/2007
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
10/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IL
07/06/2005 - 09/28/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/14/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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