Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Webster is a financial professional with over 10 years of experience in the industry. Lauren currently works at Piper Sandler & Co. Previously Lauren has worked at DBO PARTNERS LLC and CHERTOFF CAPITAL, LLC. Lauren is licensed to provide investment advice in the state of California. Lauren's expertise includes analytical reports and public finance consulting programs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/17/2022 - Present
Piper Sandler & Co. (Burlingame CA)
CA
03/28/2019 - 10/28/2022
DBO PARTNERS LLC (BURLINGAME CA)
CA
02/08/2012 - 03/06/2015
CHERTOFF CAPITAL, LLC (SAN FRANCISCO CA)
BC
Issued 01/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/07/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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