Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Lee Drennan is a financial advisor with Bok Financial Securities, Inc. Lauren has over 12 years of experience in the financial services industry. Lauren holds Series 7, Series 63, Series 52TO and SIE licenses. Lauren is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of Tennessee and 50 other states. Lauren specializes in providing financial advice to individuals, families, and businesses. Lauren's areas of expertise include retirement planning, investment management, and estate planning. Lauren is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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.
Furnishes advice about securities in any manner not described above.
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
TN
07/31/2023 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
01/03/2014 - 05/11/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
FL
06/07/2011 - 01/02/2014
PERAZA CAPITAL AND INVESTMENT, LLC (TAMPA FL)
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Drennan is the right advisor for you? Invested Better is here to help.
